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 | $203,389 | $152,587+33.3% | $125,175+62.5% | $152,861+33.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.77% | 54.84%-29.1pp | 43.79%-18.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $5,183 | $4,946+4.8% | $3,865+34.1% | $4,762+8.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $9,212 | $13,434-31.4% | $9,702-5.1% | $11,596-20.6% |