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 | $236,293 | $177,572+33.1% | $154,803+52.6% | $142,382+66.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.97% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,754 | $4,810-42.8% | $4,305-36.0% | $4,299-35.9% |
| Participant deferral / active EE | $17,188 | $6,272+174.1% | $5,540+210.2% | $6,507+164.1% |
| Admin fee / account holder | $2,459 | $16,786-85.4% | $14,329-82.8% | $12,624-80.5% |