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 | $225,212 | $197,591+14.0% | $177,821+26.7% | $158,922+41.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.71% | 58.76%-47.0pp | 48.32%-36.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $11,573 | $6,697+72.8% | $5,918+95.5% | $4,761+143.1% |
| Participant deferral / active EE | $12,855 | $8,405+53.0% | $7,714+66.7% | $5,982+114.9% |
| Admin fee / account holder | $3,287 | $15,399-78.7% | $12,427-73.5% | $11,246-70.8% |