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 | $243,034 | $114,237+112.7% | $119,258+103.8% | $167,490+45.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 17.05% | 29.87%-12.8pp | 30.69%-13.6pp | 478.56%-461.5pp |
| Employer contribution / active EE | $8,092 | $4,481+80.6% | $4,384+84.6% | $4,837+67.3% |
| Participant deferral / active EE | $7,805 | $6,084+28.3% | $6,111+27.7% | $6,341+23.1% |
| Admin fee / account holder | $5,514 | $8,932-38.3% | $7,226-23.7% | $12,309-55.2% |