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 | $204,269 | $157,256+29.9% | $141,162+44.7% | $152,861+33.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.24% | 64.32%-45.1pp | 71.39%-52.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,540 | $5,261-51.7% | $4,735-46.3% | $4,762-46.7% |
| Participant deferral / active EE | $6,214 | $7,109-12.6% | $6,709-7.4% | $5,850+6.2% |
| Admin fee / account holder | $8,229 | $12,120-32.1% | $10,261-19.8% | $11,596-29.0% |