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 | $231,128 | $159,602+44.8% | $150,045+54.0% | $142,382+62.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.89% | 70.24%-51.3pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,513 | $4,961-49.3% | $4,693-46.5% | $4,299-41.6% |
| Participant deferral / active EE | $12,736 | $8,310+53.3% | $7,997+59.3% | $6,507+95.7% |
| Admin fee / account holder | $949 | $14,846-93.6% | $13,435-92.9% | $12,624-92.5% |