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 | $191,946 | $127,777+50.2% | $106,548+80.1% | $167,490+14.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.06% | 33.87%-24.8pp | 26.80%-17.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $5,204 | $3,427+51.9% | $2,819+84.6% | $4,837+7.6% |
| Participant deferral / active EE | $3,495 | $5,087-31.3% | $4,398-20.5% | $6,341-44.9% |
| Admin fee / account holder | $21,642 | $11,228+92.8% | $7,407+192.2% | $12,309+75.8% |