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 | $199,208 | $165,984+20.0% | $164,813+20.9% | $145,922+36.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.91% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $7,216 | $5,273+36.9% | $4,341+66.2% | $4,660+54.9% |
| Participant deferral / active EE | $7,937 | $6,959+14.1% | $6,031+31.6% | $6,688+18.7% |
| Admin fee / account holder | $2,775 | $16,648-83.3% | $12,690-78.1% | $13,397-79.3% |