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 | $200,919 | $167,483+20.0% | $115,752+73.6% | $147,584+36.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 9.74% | 12.11%-2.4pp | 19.41%-9.7pp | 578.55%-568.8pp |
| Employer contribution / active EE | $2,646 | $4,960-46.6% | $3,492-24.2% | $4,876-45.7% |
| Participant deferral / active EE | $10,436 | $7,037+48.3% | $5,204+100.5% | $5,439+91.9% |
| Admin fee / account holder | $31,283 | $13,069+139.4% | $6,278+398.3% | $10,885+187.4% |