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 | $224,431 | $148,534+51.1% | $135,903+65.1% | $139,434+61.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.41% | 79.19%-56.8pp | 68.23%-45.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $3,331 | $5,243-36.5% | $4,856-31.4% | $4,751-29.9% |
| Participant deferral / active EE | $6,237 | $8,100-23.0% | $7,758-19.6% | $6,710-7.0% |
| Admin fee / account holder | $7,045 | $12,400-43.2% | $10,762-34.5% | $11,403-38.2% |