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 | $197,588 | $106,515+85.5% | $96,683+104.4% | $139,434+41.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.52% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $8,333 | $4,103+103.1% | $3,737+123.0% | $4,751+75.4% |
| Participant deferral / active EE | $10,000 | $5,454+83.4% | $4,878+105.0% | $6,710+49.0% |
| Admin fee / account holder | $2,472 | $7,877-68.6% | $6,730-63.3% | $11,403-78.3% |