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 | $212,385 | $114,381+85.7% | $107,525+97.5% | $142,382+49.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.15% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,268 | $4,015+6.3% | $3,754+13.7% | $4,299-0.7% |
| Participant deferral / active EE | $5,282 | $5,564-5.1% | $5,116+3.2% | $6,507-18.8% |
| Admin fee / account holder | $781 | $9,860-92.1% | $8,919-91.2% | $12,624-93.8% |