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 9-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 | $191,036 | $117,841+62.1% | $102,423+86.5% | $145,922+30.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.39% | 31.65%-20.3pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $17,642 | $3,615+388.1% | $3,023+483.5% | $4,660+278.6% |
| Participant deferral / active EE | $2,520 | $5,731-56.0% | $5,053-50.1% | $6,688-62.3% |
| Admin fee / account holder | $3,498 | $13,326-73.8% | $9,451-63.0% | $13,397-73.9% |