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 | $204,548 | $159,602+28.2% | $150,045+36.3% | $142,382+43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.99% | 70.24%-51.2pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,503 | $4,961+10.9% | $4,693+17.2% | $4,299+28.0% |
| Participant deferral / active EE | $24,154 | $8,310+190.7% | $7,997+202.0% | $6,507+271.2% |
| Admin fee / account holder | $1,220 | $14,846-91.8% | $13,435-90.9% | $12,624-90.3% |