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 | $220,541 | $228,332-3.4% | $185,823+18.7% | $158,922+38.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 29.37% | 40.80%-11.4pp | 35.95%-6.6pp | 302.83%-273.5pp |
| Employer contribution / active EE | $2,104 | $4,967-57.6% | $4,087-48.5% | $4,761-55.8% |
| Participant deferral / active EE | $5,479 | $6,415-14.6% | $5,632-2.7% | $5,982-8.4% |
| Admin fee / account holder | $53,350 | $11,864+349.7% | $9,500+461.6% | $11,246+374.4% |