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 | $192,629 | $148,534+29.7% | $135,903+41.7% | $139,434+38.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.94% | 79.19%-59.3pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $7,253 | $5,243+38.3% | $4,856+49.4% | $4,751+52.7% |
| Participant deferral / active EE | $10,347 | $8,100+27.7% | $7,758+33.4% | $6,710+54.2% |
| Admin fee / account holder | $26,858 | $12,400+116.6% | $10,762+149.6% | $11,403+135.5% |