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 | $218,473 | $197,591+10.6% | $177,821+22.9% | $158,922+37.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.97% | 58.76%-35.8pp | 48.32%-25.4pp | 302.83%-279.9pp |
| Employer contribution / active EE | $16,627 | $6,697+148.3% | $5,918+180.9% | $4,761+249.2% |
| Participant deferral / active EE | $8,484 | $8,405+0.9% | $7,714+10.0% | $5,982+41.8% |
| Admin fee / account holder | $5,251 | $15,399-65.9% | $12,427-57.7% | $11,246-53.3% |