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 | $217,624 | $159,602+36.4% | $150,045+45.0% | $142,382+52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.60% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $6,065 | $4,961+22.3% | $4,693+29.2% | $4,299+41.1% |
| Participant deferral / active EE | $17,733 | $8,310+113.4% | $7,997+121.7% | $6,507+172.5% |
| Admin fee / account holder | $559 | $14,846-96.2% | $13,435-95.8% | $12,624-95.6% |