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 | $221,900 | $105,126+111.1% | $94,646+134.5% | $139,434+59.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.58% | 38.03%-19.5pp | 156.71%-138.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,360 | $4,106-18.2% | $3,672-8.5% | $4,751-29.3% |
| Participant deferral / active EE | $22,290 | $7,599+193.3% | $7,418+200.5% | $6,710+232.2% |
| Admin fee / account holder | $336 | $8,984-96.3% | $7,231-95.4% | $11,403-97.1% |