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 | $221,591 | $177,572+24.8% | $154,803+43.1% | $142,382+55.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.84% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,373 | $4,810-50.7% | $4,305-44.9% | $4,299-44.8% |
| Participant deferral / active EE | $7,372 | $6,272+17.5% | $5,540+33.1% | $6,507+13.3% |
| Admin fee / account holder | $1,235 | $16,786-92.6% | $14,329-91.4% | $12,624-90.2% |