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 | $188,596 | $111,754+68.8% | $103,333+82.5% | $145,922+29.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.25% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $7,976 | $4,212+89.4% | $3,868+106.2% | $4,660+71.2% |
| Participant deferral / active EE | $12,481 | $5,619+122.1% | $5,057+146.8% | $6,688+86.6% |
| Admin fee / account holder | $1,377 | $9,750-85.9% | $8,355-83.5% | $13,397-89.7% |