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 | $190,255 | $177,572+7.1% | $154,803+22.9% | $142,382+33.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.99% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,149 | $4,810+27.8% | $4,305+42.8% | $4,299+43.0% |
| Participant deferral / active EE | $8,052 | $6,272+28.4% | $5,540+45.3% | $6,507+23.7% |
| Admin fee / account holder | $780 | $16,786-95.4% | $14,329-94.6% | $12,624-93.8% |