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 | $230,166 | $227,553+1.1% | $189,557+21.4% | $167,490+37.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.17% | 78.40%-66.2pp | 64.17%-52.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $8,385 | $5,316+57.7% | $4,412+90.0% | $4,837+73.3% |
| Participant deferral / active EE | $20,250 | $7,002+189.2% | $6,174+228.0% | $6,341+219.3% |
| Admin fee / account holder | $3,327 | $11,878-72.0% | $9,807-66.1% | $12,309-73.0% |