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 | $158,312 | $111,754+41.7% | $103,333+53.2% | $145,922+8.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.56% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $7,435 | $4,212+76.5% | $3,868+92.2% | $4,660+59.6% |
| Participant deferral / active EE | $11,518 | $5,619+105.0% | $5,057+127.7% | $6,688+72.2% |
| Admin fee / account holder | $9,162 | $9,750-6.0% | $8,355+9.7% | $13,397-31.6% |