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 | $234,671 | $159,602+47.0% | $150,045+56.4% | $142,382+64.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.85% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,879 | $4,961+38.7% | $4,693+46.6% | $4,299+60.0% |
| Participant deferral / active EE | $15,012 | $8,310+80.6% | $7,997+87.7% | $6,507+130.7% |
| Admin fee / account holder | $13,826 | $14,846-6.9% | $13,435+2.9% | $12,624+9.5% |