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 | $201,160 | $74,888+168.6% | $71,209+182.5% | $142,382+41.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.91% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,959 | $2,854+38.7% | $2,721+45.5% | $4,299-7.9% |
| Participant deferral / active EE | $9,883 | $4,454+121.9% | $4,175+136.7% | $6,507+51.9% |
| Admin fee / account holder | $9,123 | $5,568+63.8% | $5,349+70.6% | $12,624-27.7% |