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 | $217,811 | $202,432+7.6% | $169,368+28.6% | $139,434+56.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.01% | 531.74%-512.7pp | 405.60%-386.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,329 | $4,692-29.1% | $4,013-17.0% | $4,751-29.9% |
| Participant deferral / active EE | $5,813 | $6,938-16.2% | $6,221-6.6% | $6,710-13.4% |
| Admin fee / account holder | $4,317 | $10,708-59.7% | $9,003-52.1% | $11,403-62.1% |