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 | $216,276 | $175,202+23.4% | $149,673+44.5% | $139,434+55.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.08% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $9,997 | $5,474+82.6% | $4,818+107.5% | $4,751+110.4% |
| Participant deferral / active EE | $7,830 | $6,519+20.1% | $5,680+37.8% | $6,710+16.7% |
| Admin fee / account holder | $1,971 | $16,150-87.8% | $13,210-85.1% | $11,403-82.7% |