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 | $224,798 | $177,572+26.6% | $154,803+45.2% | $142,382+57.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.90% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,551 | $4,810+15.4% | $4,305+28.9% | $4,299+29.1% |
| Participant deferral / active EE | $6,354 | $6,272+1.3% | $5,540+14.7% | $6,507-2.4% |
| Admin fee / account holder | $42,633 | $16,786+154.0% | $14,329+197.5% | $12,624+237.7% |