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 | $192,520 | $111,754+72.3% | $103,333+86.3% | $145,922+31.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.57% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $11,200 | $4,212+165.9% | $3,868+189.6% | $4,660+140.4% |
| Participant deferral / active EE | $2,079 | $5,619-63.0% | $5,057-58.9% | $6,688-68.9% |
| Admin fee / account holder | $2,965 | $9,750-69.6% | $8,355-64.5% | $13,397-77.9% |