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 | $196,615 | $177,572+10.7% | $154,803+27.0% | $142,382+38.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.22% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,466 | $4,810-48.7% | $4,305-42.7% | $4,299-42.6% |
| Participant deferral / active EE | $7,437 | $6,272+18.6% | $5,540+34.2% | $6,507+14.3% |
| Admin fee / account holder | $9,436 | $16,786-43.8% | $14,329-34.1% | $12,624-25.2% |