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 | $193,192 | $127,065+52.0% | $113,168+70.7% | $142,382+35.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.43% | 24.03%-9.6pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,077 | $3,442+18.5% | $2,975+37.0% | $4,299-5.2% |
| Participant deferral / active EE | $6,618 | $5,716+15.8% | $5,107+29.6% | $6,507+1.7% |
| Admin fee / account holder | $34,748 | $15,736+120.8% | $12,068+187.9% | $12,624+175.3% |