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 | $192,964 | $159,602+20.9% | $150,045+28.6% | $142,382+35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.11% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,206 | $4,961-15.2% | $4,693-10.4% | $4,299-2.2% |
| Participant deferral / active EE | $14,163 | $8,310+70.4% | $7,997+77.1% | $6,507+117.7% |
| Admin fee / account holder | $541 | $14,846-96.4% | $13,435-96.0% | $12,624-95.7% |