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 | $185,846 | $817,678-77.3% | $392,568-52.7% | $152,861+21.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 23.31% | 22.84%+0.5pp | 24.42%-1.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $6,067 | $5,502+10.3% | $3,783+60.4% | $4,762+27.4% |
| Participant deferral / active EE | $13,329 | $8,398+58.7% | $5,985+122.7% | $5,850+127.8% |
| Admin fee / account holder | $11,793 | $12,095-2.5% | $6,260+88.4% | $11,596+1.7% |