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 | $213,817 | $177,572+20.4% | $154,803+38.1% | $142,382+50.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $16,416 | $4,810+241.3% | $4,305+281.3% | $4,299+281.9% |
| Participant deferral / active EE | $5,309 | $6,272-15.3% | $5,540-4.2% | $6,507-18.4% |
| Admin fee / account holder | $1,794 | $16,786-89.3% | $14,329-87.5% | $12,624-85.8% |