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 | $193,588 | $227,553-14.9% | $189,557+2.1% | $167,490+15.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.57% | 78.40%-66.8pp | 64.17%-52.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $9,341 | $5,316+75.7% | $4,412+111.7% | $4,837+93.1% |
| Participant deferral / active EE | $13,184 | $7,002+88.3% | $6,174+113.6% | $6,341+107.9% |
| Admin fee / account holder | $142,943 | $11,878+1103.5% | $9,807+1357.6% | $12,309+1061.3% |