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 | $216,836 | $176,056+23.2% | $159,436+36.0% | $167,490+29.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.77% | 331.75%-320.0pp | 263.57%-251.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $10,000 | $5,297+88.8% | $4,829+107.1% | $4,837+106.7% |
| Participant deferral / active EE | $5,078 | $7,750-34.5% | $7,352-30.9% | $6,341-19.9% |
| Admin fee / account holder | $2,201 | $12,554-82.5% | $10,799-79.6% | $12,309-82.1% |