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 | $190,402 | $74,888+154.2% | $71,209+167.4% | $142,382+33.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.88% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,743 | $2,854-3.9% | $2,721+0.8% | $4,299-36.2% |
| Participant deferral / active EE | $4,626 | $4,454+3.9% | $4,175+10.8% | $6,507-28.9% |
| Admin fee / account holder | $19,770 | $5,568+255.1% | $5,349+269.6% | $12,624+56.6% |