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 | $231,399 | $127,065+82.1% | $113,168+104.5% | $142,382+62.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.53% | 24.03%-12.5pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,521 | $3,442-26.8% | $2,975-15.3% | $4,299-41.4% |
| Participant deferral / active EE | $8,124 | $5,716+42.1% | $5,107+59.1% | $6,507+24.8% |
| Admin fee / account holder | $79,304 | $15,736+404.0% | $12,068+557.2% | $12,624+528.2% |