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 | $199,173 | $103,376+92.7% | $87,100+128.7% | $152,861+30.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.36% | 28.10%-3.7pp | 28.19%-3.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,005 | $3,220-68.8% | $2,521-60.1% | $4,762-78.9% |
| Participant deferral / active EE | $5,740 | $4,778+20.1% | $4,049+41.8% | $5,850-1.9% |
| Admin fee / account holder | $1,864 | $12,205-84.7% | $7,497-75.1% | $11,596-83.9% |