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 | $234,092 | $165,984+41.0% | $164,813+42.0% | $145,922+60.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.83% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $13,857 | $5,273+162.8% | $4,341+219.2% | $4,660+197.4% |
| Participant deferral / active EE | $6,561 | $6,959-5.7% | $6,031+8.8% | $6,688-1.9% |
| Admin fee / account holder | $12,488 | $16,648-25.0% | $12,690-1.6% | $13,397-6.8% |