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 | $193,764 | $159,602+21.4% | $150,045+29.1% | $142,382+36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.43% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,928 | $4,961-41.0% | $4,693-37.6% | $4,299-31.9% |
| Participant deferral / active EE | $14,029 | $8,310+68.8% | $7,997+75.4% | $6,507+115.6% |
| Admin fee / account holder | $2,194 | $14,846-85.2% | $13,435-83.7% | $12,624-82.6% |