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 | $219,963 | $106,515+106.5% | $96,683+127.5% | $139,434+57.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.24% | 38.43%-17.2pp | 35.69%-14.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,881 | $4,103-29.8% | $3,737-22.9% | $4,751-39.4% |
| Participant deferral / active EE | $13,081 | $5,454+139.8% | $4,878+168.1% | $6,710+94.9% |
| Admin fee / account holder | $5,782 | $7,877-26.6% | $6,730-14.1% | $11,403-49.3% |