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 | $202,168 | $177,572+13.9% | $154,803+30.6% | $142,382+42.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.16% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $13,944 | $4,810+189.9% | $4,305+223.9% | $4,299+224.3% |
| Participant deferral / active EE | $8,822 | $6,272+40.7% | $5,540+59.2% | $6,507+35.6% |
| Admin fee / account holder | $79,187 | $16,786+371.7% | $14,329+452.6% | $12,624+527.3% |