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 6-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 | $215,041 | $106,584+101.8% | $101,326+112.2% | $142,382+51.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.13% | 36.93%-20.8pp | 36.82%-20.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,298 | $3,956-67.2% | $3,665-64.6% | $4,299-69.8% |
| Participant deferral / active EE | $9,998 | $8,297+20.5% | $7,994+25.1% | $6,507+53.6% |
| Admin fee / account holder | $6,527 | $11,446-43.0% | $11,185-41.6% | $12,624-48.3% |