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 | $193,508 | $162,781+18.9% | $133,956+44.5% | $158,922+21.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.26% | 41.94%-24.7pp | 45.09%-27.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,804 | $4,975-43.6% | $3,919-28.5% | $4,761-41.1% |
| Participant deferral / active EE | $6,316 | $5,911+6.9% | $5,048+25.1% | $5,982+5.6% |
| Admin fee / account holder | $2,035 | $11,736-82.7% | $8,927-77.2% | $11,246-81.9% |