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 | $201,534 | $165,335+21.9% | $149,696+34.6% | $158,922+26.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.75% | 348.15%-331.4pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $7,290 | $5,103+42.9% | $4,644+57.0% | $4,761+53.1% |
| Participant deferral / active EE | $3,524 | $7,181-50.9% | $6,842-48.5% | $5,982-41.1% |
| Admin fee / account holder | $52,176 | $10,807+382.8% | $9,309+460.5% | $11,246+364.0% |