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 5-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 | $195,923 | $148,534+31.9% | $135,903+44.2% | $139,434+40.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.20% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,896 | $5,243-44.8% | $4,856-40.4% | $4,751-39.0% |
| Participant deferral / active EE | $10,365 | $8,100+28.0% | $7,758+33.6% | $6,710+54.5% |
| Admin fee / account holder | $307 | $12,400-97.5% | $10,762-97.1% | $11,403-97.3% |