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 | $200,284 | $183,519+9.1% | $155,509+28.8% | $145,922+37.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.92% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $12,800 | $5,313+140.9% | $4,672+173.9% | $4,660+174.7% |
| Participant deferral / active EE | $16,692 | $6,462+158.3% | $5,626+196.7% | $6,688+149.6% |
| Admin fee / account holder | $12,962 | $19,313-32.9% | $15,912-18.5% | $13,397-3.3% |