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 6-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 | $235,371 | $214,378+9.8% | $200,582+17.3% | $142,382+65.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.53% | 46.41%-24.9pp | 42.33%-20.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $24,658 | $6,841+260.4% | $6,419+284.2% | $4,299+473.6% |
| Participant deferral / active EE | $16,308 | $9,865+65.3% | $9,331+74.8% | $6,507+150.6% |
| Admin fee / account holder | $392 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |