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 | $239,032 | $177,572+34.6% | $154,803+54.4% | $142,382+67.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.53% | 65.07%-53.5pp | 58.88%-47.4pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,534 | $4,810-47.3% | $4,305-41.2% | $4,299-41.1% |
| Participant deferral / active EE | $5,369 | $6,272-14.4% | $5,540-3.1% | $6,507-17.5% |
| Admin fee / account holder | $140,029 | $16,786+734.2% | $14,329+877.2% | $12,624+1009.3% |