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 | $214,344 | $177,572+20.7% | $154,803+38.5% | $142,382+50.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.76% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $15,194 | $4,810+215.9% | $4,305+252.9% | $4,299+253.4% |
| Participant deferral / active EE | $10,303 | $6,272+64.3% | $5,540+86.0% | $6,507+58.3% |
| Admin fee / account holder | $7,628 | $16,786-54.6% | $14,329-46.8% | $12,624-39.6% |