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 | $192,829 | $116,175+66.0% | $93,606+106.0% | $152,861+26.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 28.69% | 35.96%-7.3pp | 32.76%-4.1pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,566 | $3,218-51.3% | $2,718-42.4% | $4,762-67.1% |
| Participant deferral / active EE | $4,171 | $4,603-9.4% | $4,069+2.5% | $5,850-28.7% |
| Admin fee / account holder | $14,533 | $10,748+35.2% | $7,888+84.2% | $11,596+25.3% |