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 | $232,233 | $177,572+30.8% | $154,803+50.0% | $142,382+63.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.10% | 65.07%-37.0pp | 58.88%-30.8pp | 217.08%-189.0pp |
| Employer contribution / active EE | $13,662 | $4,810+184.0% | $4,305+217.3% | $4,299+217.8% |
| Participant deferral / active EE | $7,079 | $6,272+12.9% | $5,540+27.8% | $6,507+8.8% |
| Admin fee / account holder | $4,182 | $16,786-75.1% | $14,329-70.8% | $12,624-66.9% |