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 | $223,672 | $111,754+100.1% | $103,333+116.5% | $145,922+53.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.85% | 24.77%-3.9pp | 24.88%-4.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $29,791 | $4,212+607.2% | $3,868+670.2% | $4,660+539.4% |
| Participant deferral / active EE | $25,133 | $5,619+347.3% | $5,057+397.0% | $6,688+275.8% |
| Admin fee / account holder | $19,504 | $9,750+100.0% | $8,355+133.4% | $13,397+45.6% |