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 | $225,169 | $177,572+26.8% | $154,803+45.5% | $142,382+58.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.91% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $13,657 | $4,810+183.9% | $4,305+217.2% | $4,299+217.7% |
| Participant deferral / active EE | $9,464 | $6,272+50.9% | $5,540+70.8% | $6,507+45.4% |
| Admin fee / account holder | $12,662 | $16,786-24.6% | $14,329-11.6% | $12,624+0.3% |