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 | $232,365 | $177,572+30.9% | $154,803+50.1% | $142,382+63.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.36% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $11,040 | $4,810+129.5% | $4,305+156.4% | $4,299+156.8% |
| Participant deferral / active EE | $5,963 | $6,272-4.9% | $5,540+7.6% | $6,507-8.4% |
| Admin fee / account holder | $1,090 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |