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 | $217,736 | $148,534+46.6% | $135,903+60.2% | $139,434+56.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.43% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,408 | $5,243+3.2% | $4,856+11.4% | $4,751+13.8% |
| Participant deferral / active EE | $24,943 | $8,100+207.9% | $7,758+221.5% | $6,710+271.7% |
| Admin fee / account holder | $16,013 | $12,400+29.1% | $10,762+48.8% | $11,403+40.4% |