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 | $204,997 | $117,841+74.0% | $102,423+100.1% | $145,922+40.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.30% | 31.65%-9.3pp | 29.32%-7.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $4,487 | $3,615+24.1% | $3,023+48.4% | $4,660-3.7% |
| Participant deferral / active EE | $3,831 | $5,731-33.1% | $5,053-24.2% | $6,688-42.7% |
| Admin fee / account holder | $17,491 | $13,326+31.3% | $9,451+85.1% | $13,397+30.6% |