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 | $211,309 | $176,812+19.5% | $146,665+44.1% | $167,490+26.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.71% | 24.03%-13.3pp | 22.74%-12.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,714 | $5,160-28.0% | $4,136-10.2% | $4,837-23.2% |
| Participant deferral / active EE | $10,311 | $6,440+60.1% | $5,506+87.3% | $6,341+62.6% |
| Admin fee / account holder | $1,772 | $13,259-86.6% | $10,280-82.8% | $12,309-85.6% |