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 | $234,015 | $176,812+32.4% | $146,665+59.6% | $167,490+39.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.19% | 24.03%-6.8pp | 22.74%-5.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $3,527 | $5,160-31.7% | $4,136-14.7% | $4,837-27.1% |
| Participant deferral / active EE | $8,738 | $6,440+35.7% | $5,506+58.7% | $6,341+37.8% |
| Admin fee / account holder | $88,824 | $13,259+569.9% | $10,280+764.1% | $12,309+621.6% |