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 | $230,595 | $159,602+44.5% | $150,045+53.7% | $142,382+62.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.43% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $7,631 | $4,961+53.8% | $4,693+62.6% | $4,299+77.5% |
| Participant deferral / active EE | $13,677 | $8,310+64.6% | $7,997+71.0% | $6,507+110.2% |
| Admin fee / account holder | $4,312 | $14,846-71.0% | $13,435-67.9% | $12,624-65.8% |