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 | $223,500 | $117,841+89.7% | $102,423+118.2% | $145,922+53.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.40% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,722 | $3,615+30.6% | $3,023+56.2% | $4,660+1.3% |
| Participant deferral / active EE | $4,705 | $5,731-17.9% | $5,053-6.9% | $6,688-29.6% |
| Admin fee / account holder | $907 | $13,326-93.2% | $9,451-90.4% | $13,397-93.2% |