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 | $227,035 | $159,602+42.3% | $150,045+51.3% | $142,382+59.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.07% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $9,746 | $4,961+96.5% | $4,693+107.7% | $4,299+126.7% |
| Participant deferral / active EE | $10,113 | $8,310+21.7% | $7,997+26.5% | $6,507+55.4% |
| Admin fee / account holder | $11,958 | $14,846-19.5% | $13,435-11.0% | $12,624-5.3% |