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 | $202,099 | $201,272+0.4% | $184,203+9.7% | $145,922+38.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.49% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $6,507 | $7,022-7.3% | $6,427+1.2% | $4,660+39.6% |
| Participant deferral / active EE | $3,150 | $9,806-67.9% | $9,131-65.5% | $6,688-52.9% |
| Admin fee / account holder | $110,076 | $16,364+572.7% | $13,901+691.9% | $13,397+721.6% |