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 | $234,231 | $227,553+2.9% | $189,557+23.6% | $167,490+39.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.94% | 78.40%-63.5pp | 64.17%-49.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,646 | $5,316-31.4% | $4,412-17.4% | $4,837-24.6% |
| Participant deferral / active EE | $10,669 | $7,002+52.4% | $6,174+72.8% | $6,341+68.3% |
| Admin fee / account holder | $2,655 | $11,878-77.6% | $9,807-72.9% | $12,309-78.4% |