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 | $216,270 | $118,680+82.2% | $98,907+118.7% | $158,922+36.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.12% | 372.35%-364.2pp | 196.43%-188.3pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,112 | $3,333-36.6% | $2,689-21.5% | $4,761-55.6% |
| Participant deferral / active EE | $8,348 | $5,088+64.1% | $4,244+96.7% | $5,982+39.5% |
| Admin fee / account holder | $18,021 | $10,131+77.9% | $6,642+171.3% | $11,246+60.3% |