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 | $199,173 | $148,534+34.1% | $135,903+46.6% | $139,434+42.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.47% | 79.19%-51.7pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,614 | $5,243-50.1% | $4,856-46.2% | $4,751-45.0% |
| Participant deferral / active EE | $9,312 | $8,100+15.0% | $7,758+20.0% | $6,710+38.8% |
| Admin fee / account holder | $16,157 | $12,400+30.3% | $10,762+50.1% | $11,403+41.7% |