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 | $249,253 | $179,726+38.7% | $156,263+59.5% | $142,382+75.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.28% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,428 | $5,069+7.1% | $4,333+25.3% | $4,299+26.3% |
| Participant deferral / active EE | $12,829 | $6,956+84.4% | $6,158+108.3% | $6,507+97.1% |
| Admin fee / account holder | $4,305 | $17,272-75.1% | $14,255-69.8% | $12,624-65.9% |