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 | $238,491 | $111,301+114.3% | $112,977+111.1% | $158,922+50.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 18.11% | 26.40%-8.3pp | 24.24%-6.1pp | 302.83%-284.7pp |
| Employer contribution / active EE | $6,125 | $4,471+37.0% | $4,255+44.0% | $4,761+28.7% |
| Participant deferral / active EE | $6,130 | $5,880+4.2% | $5,836+5.0% | $5,982+2.5% |
| Admin fee / account holder | $16,322 | $8,392+94.5% | $6,294+159.3% | $11,246+45.1% |