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 | $233,222 | $127,065+83.5% | $113,168+106.1% | $142,382+63.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.99% | 24.03%-10.0pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,943 | $3,442+14.5% | $2,975+32.5% | $4,299-8.3% |
| Participant deferral / active EE | $6,200 | $5,716+8.5% | $5,107+21.4% | $6,507-4.7% |
| Admin fee / account holder | $33,673 | $15,736+114.0% | $12,068+179.0% | $12,624+166.7% |