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 | $205,310 | $209,411-2.0% | $178,490+15.0% | $158,922+29.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.78% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,180 | $5,706-61.8% | $5,011-56.5% | $4,761-54.2% |
| Participant deferral / active EE | $3,588 | $5,954-39.7% | $5,202-31.0% | $5,982-40.0% |
| Admin fee / account holder | $1,624 | $17,074-90.5% | $13,984-88.4% | $11,246-85.6% |