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 | $210,678 | $165,335+27.4% | $149,696+40.7% | $158,922+32.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.90% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $6,687 | $5,103+31.1% | $4,644+44.0% | $4,761+40.5% |
| Participant deferral / active EE | $2,963 | $7,181-58.7% | $6,842-56.7% | $5,982-50.5% |
| Admin fee / account holder | $2,768 | $10,807-74.4% | $9,309-70.3% | $11,246-75.4% |