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 | $238,399 | $228,332+4.4% | $185,823+28.3% | $158,922+50.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.34% | 40.80%-32.5pp | 35.95%-27.6pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,101 | $4,967-57.7% | $4,087-48.6% | $4,761-55.9% |
| Participant deferral / active EE | $7,444 | $6,415+16.1% | $5,632+32.2% | $5,982+24.4% |
| Admin fee / account holder | $16,875 | $11,864+42.2% | $9,500+77.6% | $11,246+50.1% |