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 | $192,047 | $117,841+63.0% | $102,423+87.5% | $145,922+31.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 31.65%-18.9pp | 29.32%-16.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,984 | $3,615-17.4% | $3,023-1.3% | $4,660-36.0% |
| Participant deferral / active EE | $8,691 | $5,731+51.6% | $5,053+72.0% | $6,688+29.9% |
| Admin fee / account holder | $62,236 | $13,326+367.0% | $9,451+558.5% | $13,397+364.6% |