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 | $213,383 | $179,726+18.7% | $156,263+36.6% | $142,382+49.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.74% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $14,555 | $5,069+187.1% | $4,333+235.9% | $4,299+238.5% |
| Participant deferral / active EE | $11,602 | $6,956+66.8% | $6,158+88.4% | $6,507+78.3% |
| Admin fee / account holder | $865 | $17,272-95.0% | $14,255-93.9% | $12,624-93.1% |