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 | $201,111 | $105,931+89.9% | $81,930+145.5% | $158,922+26.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 23.04% | 38.17%-15.1pp | 29.49%-6.5pp | 302.83%-279.8pp |
| Employer contribution / active EE | $3,435 | $7,800-56.0% | $4,310-20.3% | $4,761-27.9% |
| Participant deferral / active EE | $1,118 | $13,003-91.4% | $7,107-84.3% | $5,982-81.3% |
| Admin fee / account holder | $1,586 | $8,489-81.3% | $5,158-69.3% | $11,246-85.9% |