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 | $214,701 | $159,602+34.5% | $150,045+43.1% | $142,382+50.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.36% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,560 | $4,961-48.4% | $4,693-45.5% | $4,299-40.5% |
| Participant deferral / active EE | $11,511 | $8,310+38.5% | $7,997+43.9% | $6,507+76.9% |
| Admin fee / account holder | $79,752 | $14,846+437.2% | $13,435+493.6% | $12,624+531.8% |