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 | $185,246 | $124,281+49.1% | $109,143+69.7% | $167,490+10.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.13% | 26.04%-14.9pp | 25.75%-14.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $14,937 | $4,207+255.0% | $3,722+301.3% | $4,837+208.8% |
| Participant deferral / active EE | $4,331 | $5,255-17.6% | $4,653-6.9% | $6,341-31.7% |
| Admin fee / account holder | $2,204 | $7,970-72.3% | $6,752-67.4% | $12,309-82.1% |