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 9-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 | $193,793 | $114,381+69.4% | $107,525+80.2% | $142,382+36.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.40% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,997 | $4,015+24.5% | $3,754+33.1% | $4,299+16.2% |
| Participant deferral / active EE | $19,907 | $5,564+257.8% | $5,116+289.1% | $6,507+205.9% |
| Admin fee / account holder | $14,457 | $9,860+46.6% | $8,919+62.1% | $12,624+14.5% |