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 | $199,675 | $157,256+27.0% | $141,162+41.5% | $152,861+30.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.16% | 64.32%-41.2pp | 71.39%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,661 | $5,261-30.4% | $4,735-22.7% | $4,762-23.1% |
| Participant deferral / active EE | $9,439 | $7,109+32.8% | $6,709+40.7% | $5,850+61.4% |
| Admin fee / account holder | $26,713 | $12,120+120.4% | $10,261+160.3% | $11,596+130.4% |