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 | $200,721 | $159,602+25.8% | $150,045+33.8% | $142,382+41.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.00% | 70.24%-52.2pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,173 | $4,961-56.2% | $4,693-53.7% | $4,299-49.5% |
| Participant deferral / active EE | $9,854 | $8,310+18.6% | $7,997+23.2% | $6,507+51.4% |
| Admin fee / account holder | $2,386 | $14,846-83.9% | $13,435-82.2% | $12,624-81.1% |