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 | $217,693 | $179,726+21.1% | $156,263+39.3% | $142,382+52.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.41% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,708 | $5,069+32.3% | $4,333+54.8% | $4,299+56.0% |
| Participant deferral / active EE | $4,456 | $6,956-35.9% | $6,158-27.6% | $6,507-31.5% |
| Admin fee / account holder | $7,397 | $17,272-57.2% | $14,255-48.1% | $12,624-41.4% |