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 | $197,483 | $152,587+29.4% | $125,175+57.8% | $152,861+29.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.84% | 54.84%-43.0pp | 43.79%-31.9pp | 345.32%-333.5pp |
| Employer contribution / active EE | $3,306 | $4,946-33.2% | $3,865-14.5% | $4,762-30.6% |
| Participant deferral / active EE | $8,753 | $5,868+49.2% | $4,937+77.3% | $5,850+49.6% |
| Admin fee / account holder | $3,079 | $13,434-77.1% | $9,702-68.3% | $11,596-73.4% |