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 10-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 | $219,846 | $159,602+37.7% | $150,045+46.5% | $142,382+54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.18% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $11,544 | $4,961+132.7% | $4,693+146.0% | $4,299+168.5% |
| Participant deferral / active EE | $11,606 | $8,310+39.7% | $7,997+45.1% | $6,507+78.4% |
| Admin fee / account holder | $826 | $14,846-94.4% | $13,435-93.9% | $12,624-93.5% |