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 | $203,512 | $111,754+82.1% | $103,333+96.9% | $145,922+39.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $12,743 | $4,212+202.5% | $3,868+229.5% | $4,660+173.5% |
| Participant deferral / active EE | $10,074 | $5,619+79.3% | $5,057+99.2% | $6,688+50.6% |
| Admin fee / account holder | $1,841 | $9,750-81.1% | $8,355-78.0% | $13,397-86.3% |