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 | $249,687 | $197,591+26.4% | $177,821+40.4% | $158,922+57.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.80% | 58.76%-41.0pp | 48.32%-30.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $13,837 | $6,697+106.6% | $5,918+133.8% | $4,761+190.6% |
| Participant deferral / active EE | $17,800 | $8,405+111.8% | $7,714+130.7% | $5,982+197.5% |
| Admin fee / account holder | $8,792 | $15,399-42.9% | $12,427-29.3% | $11,246-21.8% |