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 | $197,913 | $201,272-1.7% | $184,203+7.4% | $145,922+35.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.93% | 29.00%-8.1pp | 28.81%-7.9pp | 561.29%-540.4pp |
| Employer contribution / active EE | $17,403 | $7,022+147.8% | $6,427+170.8% | $4,660+273.5% |
| Participant deferral / active EE | $20,267 | $9,806+106.7% | $9,131+121.9% | $6,688+203.0% |
| Admin fee / account holder | $8,631 | $16,364-47.3% | $13,901-37.9% | $13,397-35.6% |