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 | $193,004 | $165,984+16.3% | $164,813+17.1% | $145,922+32.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.63% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $6,175 | $5,273+17.1% | $4,341+42.2% | $4,660+32.5% |
| Participant deferral / active EE | $16,003 | $6,959+130.0% | $6,031+165.3% | $6,688+139.3% |
| Admin fee / account holder | $2,059 | $16,648-87.6% | $12,690-83.8% | $13,397-84.6% |