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 | $212,698 | $148,534+43.2% | $135,903+56.5% | $139,434+52.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.80% | 79.19%-58.4pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $4,309 | $5,243-17.8% | $4,856-11.3% | $4,751-9.3% |
| Participant deferral / active EE | $10,895 | $8,100+34.5% | $7,758+40.4% | $6,710+62.4% |
| Admin fee / account holder | $897 | $12,400-92.8% | $10,762-91.7% | $11,403-92.1% |