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 | $199,845 | $110,257+81.3% | $96,544+107.0% | $139,434+43.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.82% | 26.32%-8.5pp | 25.84%-8.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $10,767 | $3,620+197.5% | $2,965+263.2% | $4,751+126.6% |
| Participant deferral / active EE | $5,500 | $5,548-0.9% | $4,851+13.4% | $6,710-18.0% |
| Admin fee / account holder | $906 | $11,591-92.2% | $8,252-89.0% | $11,403-92.1% |