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 | $242,536 | $106,515+127.7% | $96,683+150.9% | $139,434+73.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.85% | 38.43%-16.6pp | 35.69%-13.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,149 | $4,103-47.6% | $3,737-42.5% | $4,751-54.8% |
| Participant deferral / active EE | $7,930 | $5,454+45.4% | $4,878+62.6% | $6,710+18.2% |
| Admin fee / account holder | $14,283 | $7,877+81.3% | $6,730+112.2% | $11,403+25.3% |