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 | $189,636 | $124,319+52.5% | $111,297+70.4% | $167,490+13.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.36% | 37.44%-23.1pp | 54.65%-40.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,158 | $3,435-8.1% | $2,731+15.6% | $4,837-34.7% |
| Participant deferral / active EE | $4,185 | $5,180-19.2% | $4,487-6.7% | $6,341-34.0% |
| Admin fee / account holder | $839 | $10,618-92.1% | $7,964-89.5% | $12,309-93.2% |