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 | $191,443 | $172,478+11.0% | $145,661+31.4% | $142,382+34.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 9.44% | 151.09%-141.7pp | 101.46%-92.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,373 | $4,899-72.0% | $4,238-67.6% | $4,299-68.1% |
| Participant deferral / active EE | $3,592 | $8,348-57.0% | $7,198-50.1% | $6,507-44.8% |
| Admin fee / account holder | $8,421 | $16,864-50.1% | $12,466-32.5% | $12,624-33.3% |