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 | $234,754 | $175,202+34.0% | $149,673+56.8% | $139,434+68.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.55% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,839 | $5,474-48.1% | $4,818-41.1% | $4,751-40.2% |
| Participant deferral / active EE | $11,055 | $6,519+69.6% | $5,680+94.6% | $6,710+64.7% |
| Admin fee / account holder | $1,791 | $16,150-88.9% | $13,210-86.4% | $11,403-84.3% |