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 | $213,390 | $176,812+20.7% | $146,665+45.5% | $167,490+27.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 39.94% | 24.03%+15.9pp | 22.74%+17.2pp | 478.56%-438.6pp |
| Employer contribution / active EE | $2,409 | $5,160-53.3% | $4,136-41.8% | $4,837-50.2% |
| Participant deferral / active EE | $11,387 | $6,440+76.8% | $5,506+106.8% | $6,341+79.6% |
| Admin fee / account holder | $44,409 | $13,259+234.9% | $10,280+332.0% | $12,309+260.8% |