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 | $215,825 | $198,466+8.7% | $170,442+26.6% | $147,584+46.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.77% | 257.29%-242.5pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,952 | $6,184-52.3% | $5,433-45.7% | $4,876-39.5% |
| Participant deferral / active EE | $8,106 | $5,629+44.0% | $4,939+64.1% | $5,439+49.0% |
| Admin fee / account holder | $547 | $16,852-96.8% | $13,880-96.1% | $10,885-95.0% |