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 | $208,128 | $121,625+71.1% | $104,607+99.0% | $158,922+31.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.30% | 465.26%-448.0pp | 340.46%-323.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $7,632 | $3,163+141.3% | $2,681+184.7% | $4,761+60.3% |
| Participant deferral / active EE | $3,724 | $4,177-10.8% | $3,740-0.4% | $5,982-37.7% |
| Admin fee / account holder | $1,259 | $7,787-83.8% | $6,473-80.5% | $11,246-88.8% |