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 | $231,829 | $159,602+45.3% | $150,045+54.5% | $142,382+62.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.80% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,762 | $4,961-24.2% | $4,693-19.8% | $4,299-12.5% |
| Participant deferral / active EE | $20,263 | $8,310+143.8% | $7,997+153.4% | $6,507+211.4% |
| Admin fee / account holder | $5,466 | $14,846-63.2% | $13,435-59.3% | $12,624-56.7% |