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 | $231,669 | $99,341+133.2% | $84,750+173.4% | $273,961-15.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.85% | 22.93%-12.1pp | 22.78%-11.9pp | 41.45%-30.6pp |
| Employer contribution / active EE | $18,304 | $4,214+334.4% | $3,574+412.1% | $4,869+276.0% |
| Participant deferral / active EE | $23,449 | $4,269+449.3% | $3,712+531.8% | $5,287+343.5% |
| Admin fee / account holder | $1,482 | $6,644-77.7% | $5,332-72.2% | $10,132-85.4% |