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 | $217,958 | $159,602+36.6% | $150,045+45.3% | $142,382+53.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.36% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,662 | $4,961-6.0% | $4,693-0.7% | $4,299+8.4% |
| Participant deferral / active EE | $14,333 | $8,310+72.5% | $7,997+79.2% | $6,507+120.3% |
| Admin fee / account holder | $30,652 | $14,846+106.5% | $13,435+128.2% | $12,624+142.8% |