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 | $220,967 | $165,984+33.1% | $164,813+34.1% | $145,922+51.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.61% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,644 | $5,273-30.9% | $4,341-16.1% | $4,660-21.8% |
| Participant deferral / active EE | $11,769 | $6,959+69.1% | $6,031+95.1% | $6,688+76.0% |
| Admin fee / account holder | $5,599 | $16,648-66.4% | $12,690-55.9% | $13,397-58.2% |