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 | $227,173 | $165,984+36.9% | $164,813+37.8% | $145,922+55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.13% | 100.03%-76.9pp | 69.93%-46.8pp | 561.29%-538.2pp |
| Employer contribution / active EE | $3,640 | $5,273-31.0% | $4,341-16.2% | $4,660-21.9% |
| Participant deferral / active EE | $13,665 | $6,959+96.4% | $6,031+126.6% | $6,688+104.3% |
| Admin fee / account holder | $3,246 | $16,648-80.5% | $12,690-74.4% | $13,397-75.8% |