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 | $210,834 | $97,744+115.7% | $103,476+103.8% | $145,922+44.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.10% | 25.41%-12.3pp | 23.90%-10.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $7,204 | $4,677+54.0% | $4,672+54.2% | $4,660+54.6% |
| Participant deferral / active EE | $8,109 | $6,603+22.8% | $6,623+22.4% | $6,688+21.2% |
| Admin fee / account holder | $4,256 | $12,515-66.0% | $9,413-54.8% | $13,397-68.2% |