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 | $201,852 | $124,319+62.4% | $111,297+81.4% | $167,490+20.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 57.69% | 37.44%+20.3pp | 54.65%+3.0pp | 478.56%-420.9pp |
| Employer contribution / active EE | $2,326 | $3,435-32.3% | $2,731-14.8% | $4,837-51.9% |
| Participant deferral / active EE | $10,624 | $5,180+105.1% | $4,487+136.8% | $6,341+67.5% |
| Admin fee / account holder | $881 | $10,618-91.7% | $7,964-88.9% | $12,309-92.8% |