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 | $199,938 | $159,602+25.3% | $150,045+33.3% | $142,382+40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.23% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $11,295 | $4,961+127.7% | $4,693+140.7% | $4,299+162.7% |
| Participant deferral / active EE | $6,946 | $8,310-16.4% | $7,997-13.1% | $6,507+6.7% |
| Admin fee / account holder | $17,896 | $14,846+20.5% | $13,435+33.2% | $12,624+41.8% |