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 | $222,242 | $121,625+82.7% | $104,607+112.5% | $158,922+39.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.23% | 465.26%-456.0pp | 340.46%-331.2pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,874 | $3,163-9.1% | $2,681+7.2% | $4,761-39.6% |
| Participant deferral / active EE | $7,522 | $4,177+80.1% | $3,740+101.2% | $5,982+25.7% |
| Admin fee / account holder | $4,171 | $7,787-46.4% | $6,473-35.6% | $11,246-62.9% |