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 | $209,198 | $176,056+18.8% | $159,436+31.2% | $167,490+24.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.19% | 331.75%-314.6pp | 263.57%-246.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $7,721 | $5,297+45.8% | $4,829+59.9% | $4,837+59.6% |
| Participant deferral / active EE | $16,931 | $7,750+118.5% | $7,352+130.3% | $6,341+167.0% |
| Admin fee / account holder | $432 | $12,554-96.6% | $10,799-96.0% | $12,309-96.5% |