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 | $236,489 | $115,882+104.1% | $100,516+135.3% | $158,922+48.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.95% | 34.79%-17.8pp | 30.89%-13.9pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,348 | $4,103-42.8% | $3,418-31.3% | $4,761-50.7% |
| Participant deferral / active EE | $9,780 | $6,674+46.5% | $6,270+56.0% | $5,982+63.5% |
| Admin fee / account holder | $114,351 | $10,995+940.0% | $8,081+1315.0% | $11,246+916.8% |