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 | $195,043 | $165,984+17.5% | $164,813+18.3% | $145,922+33.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.15% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,945 | $5,273-44.1% | $4,341-32.1% | $4,660-36.8% |
| Participant deferral / active EE | $5,220 | $6,959-25.0% | $6,031-13.5% | $6,688-21.9% |
| Admin fee / account holder | $7,589 | $16,648-54.4% | $12,690-40.2% | $13,397-43.4% |