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 | $200,286 | $157,256+27.4% | $141,162+41.9% | $152,861+31.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.56% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,180 | $5,261-39.6% | $4,735-32.8% | $4,762-33.2% |
| Participant deferral / active EE | $5,337 | $7,109-24.9% | $6,709-20.5% | $5,850-8.8% |
| Admin fee / account holder | $20,913 | $12,120+72.5% | $10,261+103.8% | $11,596+80.3% |