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 5-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 | $197,082 | $159,602+23.5% | $150,045+31.3% | $142,382+38.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.96% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $13,070 | $4,961+163.5% | $4,693+178.5% | $4,299+204.0% |
| Participant deferral / active EE | $6,855 | $8,310-17.5% | $7,997-14.3% | $6,507+5.3% |
| Admin fee / account holder | $6,279 | $14,846-57.7% | $13,435-53.3% | $12,624-50.3% |