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 | $197,084 | $114,381+72.3% | $107,525+83.3% | $142,382+38.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.28% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,368 | $4,015+8.8% | $3,754+16.4% | $4,299+1.6% |
| Participant deferral / active EE | $13,650 | $5,564+145.3% | $5,116+166.8% | $6,507+109.8% |
| Admin fee / account holder | $337 | $9,860-96.6% | $8,919-96.2% | $12,624-97.3% |