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 | $228,031 | $179,726+26.9% | $156,263+45.9% | $142,382+60.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.83% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $13,081 | $5,069+158.1% | $4,333+201.9% | $4,299+204.3% |
| Participant deferral / active EE | $12,751 | $6,956+83.3% | $6,158+107.0% | $6,507+95.9% |
| Admin fee / account holder | $16,078 | $17,272-6.9% | $14,255+12.8% | $12,624+27.4% |