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 | $192,730 | $133,922+43.9% | $116,228+65.8% | $142,382+35.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.81% | 147.76%-137.9pp | 90.06%-80.2pp | 217.08%-207.3pp |
| Employer contribution / active EE | $7,201 | $3,446+109.0% | $2,994+140.5% | $4,299+67.5% |
| Participant deferral / active EE | $10,561 | $5,672+86.2% | $4,953+113.2% | $6,507+62.3% |
| Admin fee / account holder | $19,622 | $14,945+31.3% | $11,989+63.7% | $12,624+55.4% |