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 | $190,546 | $159,901+19.2% | $146,958+29.7% | $145,922+30.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.52% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,920 | $5,286-63.7% | $4,933-61.1% | $4,660-58.8% |
| Participant deferral / active EE | $8,603 | $8,428+2.1% | $8,070+6.6% | $6,688+28.6% |
| Admin fee / account holder | $3,344 | $15,044-77.8% | $12,998-74.3% | $13,397-75.0% |