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 | $220,821 | $114,381+93.1% | $107,525+105.4% | $142,382+55.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.75% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $13,749 | $4,015+242.5% | $3,754+266.3% | $4,299+219.8% |
| Participant deferral / active EE | $11,258 | $5,564+102.3% | $5,116+120.1% | $6,507+73.0% |
| Admin fee / account holder | $3,311 | $9,860-66.4% | $8,919-62.9% | $12,624-73.8% |