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 | $235,978 | $177,572+32.9% | $154,803+52.4% | $142,382+65.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.24% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $6,684 | $4,810+38.9% | $4,305+55.2% | $4,299+55.5% |
| Participant deferral / active EE | $5,711 | $6,272-8.9% | $5,540+3.1% | $6,507-12.2% |
| Admin fee / account holder | $7,594 | $16,786-54.8% | $14,329-47.0% | $12,624-39.8% |