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 | $195,133 | $124,319+57.0% | $111,297+75.3% | $167,490+16.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.43% | 37.44%-28.0pp | 54.65%-45.2pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,821 | $3,435-17.9% | $2,731+3.3% | $4,837-41.7% |
| Participant deferral / active EE | $4,072 | $5,180-21.4% | $4,487-9.3% | $6,341-35.8% |
| Admin fee / account holder | $1,874 | $10,618-82.3% | $7,964-76.5% | $12,309-84.8% |