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 | $203,170 | $163,101+24.6% | $136,749+48.6% | $142,382+42.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.83% | 27.54%-11.7pp | 24.33%-8.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $9,440 | $4,117+129.3% | $3,400+177.7% | $4,299+119.6% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,001 | $14,318-93.0% | $11,386-91.2% | $12,624-92.1% |