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 | $205,997 | $165,335+24.6% | $149,696+37.6% | $158,922+29.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.21% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,985 | $5,103-2.3% | $4,644+7.3% | $4,761+4.7% |
| Participant deferral / active EE | $12,077 | $7,181+68.2% | $6,842+76.5% | $5,982+101.9% |
| Admin fee / account holder | $43,325 | $10,807+300.9% | $9,309+365.4% | $11,246+285.3% |