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 | $211,144 | $176,056+19.9% | $159,436+32.4% | $167,490+26.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.28% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,106 | $5,297-41.4% | $4,829-35.7% | $4,837-35.8% |
| Participant deferral / active EE | $2,580 | $7,750-66.7% | $7,352-64.9% | $6,341-59.3% |
| Admin fee / account holder | $132,380 | $12,554+954.5% | $10,799+1125.9% | $12,309+975.5% |