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 | $202,284 | $106,515+89.9% | $96,683+109.2% | $139,434+45.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.95% | 38.43%-18.5pp | 35.69%-15.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,028 | $4,103-50.6% | $3,737-45.7% | $4,751-57.3% |
| Participant deferral / active EE | $4,741 | $5,454-13.1% | $4,878-2.8% | $6,710-29.4% |
| Admin fee / account holder | $10,249 | $7,877+30.1% | $6,730+52.3% | $11,403-10.1% |