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 | $209,521 | $111,754+87.5% | $103,333+102.8% | $145,922+43.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $17,210 | $4,212+308.6% | $3,868+345.0% | $4,660+269.4% |
| Participant deferral / active EE | $13,181 | $5,619+134.6% | $5,057+160.6% | $6,688+97.1% |
| Admin fee / account holder | $61,143 | $9,750+527.1% | $8,355+631.8% | $13,397+356.4% |