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 | $208,973 | $127,264+64.2% | $109,895+90.2% | $167,490+24.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.54% | 22.97%-10.4pp | 29.45%-16.9pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,433 | $3,322+33.4% | $2,842+56.0% | $4,837-8.4% |
| Participant deferral / active EE | $8,620 | $4,514+91.0% | $4,048+113.0% | $6,341+35.9% |
| Admin fee / account holder | $5,710 | $7,114-19.7% | $6,066-5.9% | $12,309-53.6% |