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 | $205,220 | $165,984+23.6% | $164,813+24.5% | $145,922+40.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.05% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,216 | $5,273-39.0% | $4,341-25.9% | $4,660-31.0% |
| Participant deferral / active EE | $7,563 | $6,959+8.7% | $6,031+25.4% | $6,688+13.1% |
| Admin fee / account holder | $7,264 | $16,648-56.4% | $12,690-42.8% | $13,397-45.8% |