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 | $227,984 | $228,332-0.2% | $185,823+22.7% | $158,922+43.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.07% | 40.80%-31.7pp | 35.95%-26.9pp | 302.83%-293.8pp |
| Employer contribution / active EE | $3,796 | $4,967-23.6% | $4,087-7.1% | $4,761-20.3% |
| Participant deferral / active EE | $5,674 | $6,415-11.5% | $5,632+0.7% | $5,982-5.2% |
| Admin fee / account holder | $24,141 | $11,864+103.5% | $9,500+154.1% | $11,246+114.7% |