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 | $249,899 | $124,319+101.0% | $111,297+124.5% | $167,490+49.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 27.18% | 37.44%-10.3pp | 54.65%-27.5pp | 478.56%-451.4pp |
| Employer contribution / active EE | $3,092 | $3,435-10.0% | $2,731+13.2% | $4,837-36.1% |
| Participant deferral / active EE | $3,718 | $5,180-28.2% | $4,487-17.1% | $6,341-41.4% |
| Admin fee / account holder | $2,576 | $10,618-75.7% | $7,964-67.7% | $12,309-79.1% |