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 | $211,275 | $183,519+15.1% | $155,509+35.9% | $145,922+44.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.91% | 61.17%-41.3pp | 64.67%-44.8pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,827 | $5,313-65.6% | $4,672-60.9% | $4,660-60.8% |
| Participant deferral / active EE | $3,429 | $6,462-46.9% | $5,626-39.1% | $6,688-48.7% |
| Admin fee / account holder | $8,270 | $19,313-57.2% | $15,912-48.0% | $13,397-38.3% |