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 | $200,996 | $117,381+71.2% | $99,443+102.1% | $152,861+31.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 16.87% | 31.87%-15.0pp | 30.72%-13.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $11,272 | $3,013+274.2% | $2,540+343.8% | $4,762+136.7% |
| Participant deferral / active EE | $10,801 | $4,086+164.3% | $3,619+198.5% | $5,850+84.6% |
| Admin fee / account holder | $55,412 | $7,631+626.2% | $6,250+786.5% | $11,596+377.8% |