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 | $193,884 | $102,828+88.6% | $105,387+84.0% | $152,861+26.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.19% | 20.85%+4.3pp | 26.82%-1.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $5,505 | $4,473+23.1% | $4,213+30.7% | $4,762+15.6% |
| Participant deferral / active EE | $6,098 | $5,465+11.6% | $5,502+10.8% | $5,850+4.2% |
| Admin fee / account holder | $5,806 | $8,683-33.1% | $6,559-11.5% | $11,596-49.9% |