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 | $205,373 | $157,256+30.6% | $141,162+45.5% | $152,861+34.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.22% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $6,288 | $5,261+19.5% | $4,735+32.8% | $4,762+32.0% |
| Participant deferral / active EE | $10,344 | $7,109+45.5% | $6,709+54.2% | $5,850+76.8% |
| Admin fee / account holder | $30,006 | $12,120+147.6% | $10,261+192.4% | $11,596+158.7% |