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 | $227,693 | $177,572+28.2% | $154,803+47.1% | $142,382+59.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.18% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,913 | $4,810-18.7% | $4,305-9.1% | $4,299-9.0% |
| Participant deferral / active EE | $10,400 | $6,272+65.8% | $5,540+87.7% | $6,507+59.8% |
| Admin fee / account holder | $3,272 | $16,786-80.5% | $14,329-77.2% | $12,624-74.1% |