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 | $236,121 | $112,881+109.2% | $90,951+159.6% | $158,922+48.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.40% | 215.79%-210.4pp | 134.60%-129.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,756 | $2,893-39.3% | $2,122-17.2% | $4,761-63.1% |
| Participant deferral / active EE | $8,434 | $4,128+104.3% | $3,373+150.0% | $5,982+41.0% |
| Admin fee / account holder | $8,856 | $8,041+10.1% | $5,959+48.6% | $11,246-21.3% |