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 | $214,130 | $133,922+59.9% | $116,228+84.2% | $142,382+50.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.91% | 147.76%-131.9pp | 90.06%-74.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $9,952 | $3,446+188.9% | $2,994+232.4% | $4,299+131.5% |
| Participant deferral / active EE | $5,476 | $5,672-3.5% | $4,953+10.5% | $6,507-15.9% |
| Admin fee / account holder | $2,214 | $14,945-85.2% | $11,989-81.5% | $12,624-82.5% |