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 | $201,446 | $179,726+12.1% | $156,263+28.9% | $142,382+41.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.37% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,093 | $5,069-58.7% | $4,333-51.7% | $4,299-51.3% |
| Participant deferral / active EE | $8,381 | $6,956+20.5% | $6,158+36.1% | $6,507+28.8% |
| Admin fee / account holder | $1,143 | $17,272-93.4% | $14,255-92.0% | $12,624-90.9% |