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 | $197,529 | $177,572+11.2% | $154,803+27.6% | $142,382+38.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.72% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,728 | $4,810-43.3% | $4,305-36.6% | $4,299-36.6% |
| Participant deferral / active EE | $1,769 | $6,272-71.8% | $5,540-68.1% | $6,507-72.8% |
| Admin fee / account holder | $117,668 | $16,786+601.0% | $14,329+721.2% | $12,624+832.1% |