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 | $231,579 | $111,754+107.2% | $103,333+124.1% | $145,922+58.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.16% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $9,802 | $4,212+132.7% | $3,868+153.4% | $4,660+110.4% |
| Participant deferral / active EE | $12,892 | $5,619+129.4% | $5,057+154.9% | $6,688+92.8% |
| Admin fee / account holder | $4,530 | $9,750-53.5% | $8,355-45.8% | $13,397-66.2% |