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 | $220,350 | $177,572+24.1% | $154,803+42.3% | $142,382+54.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.86% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $11,372 | $4,810+136.4% | $4,305+164.1% | $4,299+164.5% |
| Participant deferral / active EE | $8,204 | $6,272+30.8% | $5,540+48.1% | $6,507+26.1% |
| Admin fee / account holder | $1,501 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |