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 | $223,985 | $115,882+93.3% | $100,516+122.8% | $158,922+40.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.48% | 34.79%-14.3pp | 30.89%-10.4pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,101 | $4,103-48.8% | $3,418-38.5% | $4,761-55.9% |
| Participant deferral / active EE | $14,852 | $6,674+122.5% | $6,270+136.9% | $5,982+148.3% |
| Admin fee / account holder | $1,666 | $10,995-84.8% | $8,081-79.4% | $11,246-85.2% |