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 | $220,315 | $176,056+25.1% | $159,436+38.2% | $167,490+31.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.80% | 331.75%-317.9pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $8,302 | $5,297+56.7% | $4,829+71.9% | $4,837+71.6% |
| Participant deferral / active EE | $9,230 | $7,750+19.1% | $7,352+25.5% | $6,341+45.6% |
| Admin fee / account holder | $2,902 | $12,554-76.9% | $10,799-73.1% | $12,309-76.4% |