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 | $206,188 | $177,572+16.1% | $154,803+33.2% | $142,382+44.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.85% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,290 | $4,810+30.8% | $4,305+46.1% | $4,299+46.3% |
| Participant deferral / active EE | $5,827 | $6,272-7.1% | $5,540+5.2% | $6,507-10.4% |
| Admin fee / account holder | $43,526 | $16,786+159.3% | $14,329+203.8% | $12,624+244.8% |