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 | $219,976 | $152,587+44.2% | $125,175+75.7% | $152,861+43.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.05% | 54.84%-34.8pp | 43.79%-23.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $5,656 | $4,946+14.3% | $3,865+46.3% | $4,762+18.8% |
| Participant deferral / active EE | $5,055 | $5,868-13.8% | $4,937+2.4% | $5,850-13.6% |
| Admin fee / account holder | $3,429 | $13,434-74.5% | $9,702-64.7% | $11,596-70.4% |