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 | $199,314 | $148,534+34.2% | $135,903+46.7% | $139,434+42.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.77% | 79.19%-56.4pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $13,783 | $5,243+162.9% | $4,856+183.8% | $4,751+190.1% |
| Participant deferral / active EE | $18,085 | $8,100+123.3% | $7,758+133.1% | $6,710+169.5% |
| Admin fee / account holder | $686 | $12,400-94.5% | $10,762-93.6% | $11,403-94.0% |