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 | $232,979 | $106,584+118.6% | $101,326+129.9% | $142,382+63.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.33% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $9,202 | $3,956+132.6% | $3,665+151.0% | $4,299+114.0% |
| Participant deferral / active EE | $12,687 | $8,297+52.9% | $7,994+58.7% | $6,507+95.0% |
| Admin fee / account holder | $13,128 | $11,446+14.7% | $11,185+17.4% | $12,624+4.0% |