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 | $208,033 | $177,572+17.2% | $154,803+34.4% | $142,382+46.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.12% | 65.07%-52.9pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $10,728 | $4,810+123.0% | $4,305+149.2% | $4,299+149.5% |
| Participant deferral / active EE | $5,313 | $6,272-15.3% | $5,540-4.1% | $6,507-18.3% |
| Admin fee / account holder | $208,869 | $16,786+1144.3% | $14,329+1357.7% | $12,624+1554.6% |