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 | $197,365 | $148,534+32.9% | $135,903+45.2% | $139,434+41.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.52% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $20,576 | $5,243+292.4% | $4,856+323.7% | $4,751+333.1% |
| Participant deferral / active EE | $13,034 | $8,100+60.9% | $7,758+68.0% | $6,710+94.2% |
| Admin fee / account holder | $1,859 | $12,400-85.0% | $10,762-82.7% | $11,403-83.7% |