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 | $211,545 | $152,587+38.6% | $125,175+69.0% | $152,861+38.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.98% | 54.84%-27.9pp | 43.79%-16.8pp | 345.32%-318.3pp |
| Employer contribution / active EE | $4,269 | $4,946-13.7% | $3,865+10.4% | $4,762-10.4% |
| Participant deferral / active EE | $10,114 | $5,868+72.4% | $4,937+104.9% | $5,850+72.9% |
| Admin fee / account holder | $43,961 | $13,434+227.2% | $9,702+353.1% | $11,596+279.1% |