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 | $203,554 | $148,534+37.0% | $135,903+49.8% | $139,434+46.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.94% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $6,639 | $5,243+26.6% | $4,856+36.7% | $4,751+39.7% |
| Participant deferral / active EE | $10,227 | $8,100+26.3% | $7,758+31.8% | $6,710+52.4% |
| Admin fee / account holder | $467 | $12,400-96.2% | $10,762-95.7% | $11,403-95.9% |