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 7-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 | $195,311 | $114,381+70.8% | $107,525+81.6% | $142,382+37.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.48% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,832 | $4,015-4.5% | $3,754+2.1% | $4,299-10.9% |
| Participant deferral / active EE | $11,038 | $5,564+98.4% | $5,116+115.8% | $6,507+69.6% |
| Admin fee / account holder | $33,697 | $9,860+241.8% | $8,919+277.8% | $12,624+166.9% |