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 | $213,117 | $159,901+33.3% | $146,958+45.0% | $145,922+46.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.45% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,792 | $5,286-47.2% | $4,933-43.4% | $4,660-40.1% |
| Participant deferral / active EE | $10,368 | $8,428+23.0% | $8,070+28.5% | $6,688+55.0% |
| Admin fee / account holder | $3,524 | $15,044-76.6% | $12,998-72.9% | $13,397-73.7% |