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 | $209,448 | $159,602+31.2% | $150,045+39.6% | $142,382+47.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.56% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $14,893 | $4,961+200.2% | $4,693+217.3% | $4,299+246.4% |
| Participant deferral / active EE | $6,660 | $8,310-19.9% | $7,997-16.7% | $6,507+2.3% |
| Admin fee / account holder | $97,974 | $14,846+559.9% | $13,435+629.3% | $12,624+676.1% |