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 | $208,770 | $157,256+32.8% | $141,162+47.9% | $152,861+36.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.48% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,649 | $5,261-30.6% | $4,735-22.9% | $4,762-23.4% |
| Participant deferral / active EE | $7,942 | $7,109+11.7% | $6,709+18.4% | $5,850+35.8% |
| Admin fee / account holder | $4,194 | $12,120-65.4% | $10,261-59.1% | $11,596-63.8% |