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 | $239,554 | $177,572+34.9% | $154,803+54.7% | $142,382+68.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.33% | 65.07%-52.7pp | 58.88%-46.6pp | 217.08%-204.7pp |
| Employer contribution / active EE | $9,142 | $4,810+90.0% | $4,305+112.3% | $4,299+112.6% |
| Participant deferral / active EE | $21,834 | $6,272+248.1% | $5,540+294.1% | $6,507+235.5% |
| Admin fee / account holder | $6,901 | $16,786-58.9% | $14,329-51.8% | $12,624-45.3% |