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 | $214,694 | $97,744+119.6% | $103,476+107.5% | $145,922+47.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.42% | 25.41%-7.0pp | 23.90%-5.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,422 | $4,677-69.6% | $4,672-69.6% | $4,660-69.5% |
| Participant deferral / active EE | $3,660 | $6,603-44.6% | $6,623-44.7% | $6,688-45.3% |
| Admin fee / account holder | $5,164 | $12,515-58.7% | $9,413-45.1% | $13,397-61.5% |