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 | $225,306 | $165,335+36.3% | $149,696+50.5% | $158,922+41.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.42% | 348.15%-329.7pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $4,615 | $5,103-9.6% | $4,644-0.6% | $4,761-3.1% |
| Participant deferral / active EE | $5,374 | $7,181-25.2% | $6,842-21.5% | $5,982-10.2% |
| Admin fee / account holder | $1,313 | $10,807-87.9% | $9,309-85.9% | $11,246-88.3% |