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 | $236,877 | $177,572+33.4% | $154,803+53.0% | $142,382+66.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.98% | 65.07%-38.1pp | 58.88%-31.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $4,439 | $4,810-7.7% | $4,305+3.1% | $4,299+3.2% |
| Participant deferral / active EE | $6,002 | $6,272-4.3% | $5,540+8.3% | $6,507-7.8% |
| Admin fee / account holder | $8,487 | $16,786-49.4% | $14,329-40.8% | $12,624-32.8% |