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 | $235,178 | $152,587+54.1% | $125,175+87.9% | $152,861+53.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.92% | 54.84%-34.9pp | 43.79%-23.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,490 | $4,946-69.9% | $3,865-61.5% | $4,762-68.7% |
| Participant deferral / active EE | $4,771 | $5,868-18.7% | $4,937-3.4% | $5,850-18.4% |
| Admin fee / account holder | $362 | $13,434-97.3% | $9,702-96.3% | $11,596-96.9% |