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 | $192,791 | $117,983+63.4% | $101,794+89.4% | $142,382+35.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.07% | 36.92%-20.8pp | 30.53%-14.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,121 | $2,773+12.6% | $2,289+36.4% | $4,299-27.4% |
| Participant deferral / active EE | $6,436 | $4,714+36.5% | $4,084+57.6% | $6,507-1.1% |
| Admin fee / account holder | $5,102 | $10,433-51.1% | $8,777-41.9% | $12,624-59.6% |