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 | $234,005 | $159,602+46.6% | $150,045+56.0% | $142,382+64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.44% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,521 | $4,961-8.9% | $4,693-3.7% | $4,299+5.2% |
| Participant deferral / active EE | $7,413 | $8,310-10.8% | $7,997-7.3% | $6,507+13.9% |
| Admin fee / account holder | $1,547 | $14,846-89.6% | $13,435-88.5% | $12,624-87.7% |