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 | $205,263 | $148,534+38.2% | $135,903+51.0% | $139,434+47.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.12% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $10,257 | $5,243+95.6% | $4,856+111.2% | $4,751+115.9% |
| Participant deferral / active EE | $7,374 | $8,100-9.0% | $7,758-4.9% | $6,710+9.9% |
| Admin fee / account holder | $1,195 | $12,400-90.4% | $10,762-88.9% | $11,403-89.5% |