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 | $240,548 | $94,338+155.0% | $100,534+139.3% | $142,382+68.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.08% | 29.20%-10.1pp | 32.66%-13.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,547 | $4,237-16.3% | $4,346-18.4% | $4,299-17.5% |
| Participant deferral / active EE | $12,404 | $5,934+109.0% | $6,144+101.9% | $6,507+90.6% |
| Admin fee / account holder | $8,083 | $8,421-4.0% | $7,654+5.6% | $12,624-36.0% |