See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,076 | $159,602+42.9% | $150,045+52.0% | $142,382+60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.04% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,951 | $4,961-20.3% | $4,693-15.8% | $4,299-8.1% |
| Participant deferral / active EE | $14,930 | $8,310+79.7% | $7,997+86.7% | $6,507+129.4% |
| Admin fee / account holder | $5,360 | $14,846-63.9% | $13,435-60.1% | $12,624-57.5% |