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 | $224,479 | $179,726+24.9% | $156,263+43.7% | $142,382+57.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.39% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $14,304 | $5,069+182.2% | $4,333+230.1% | $4,299+232.7% |
| Participant deferral / active EE | $4,086 | $6,956-41.3% | $6,158-33.7% | $6,507-37.2% |
| Admin fee / account holder | $30,115 | $17,272+74.4% | $14,255+111.3% | $12,624+138.6% |