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 | $200,816 | $183,519+9.4% | $155,509+29.1% | $145,922+37.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.76% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $19,736 | $5,313+271.5% | $4,672+322.4% | $4,660+323.6% |
| Participant deferral / active EE | $6,202 | $6,462-4.0% | $5,626+10.2% | $6,688-7.3% |
| Admin fee / account holder | $7,157 | $19,313-62.9% | $15,912-55.0% | $13,397-46.6% |