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 | $233,996 | $106,515+119.7% | $96,683+142.0% | $139,434+67.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.44% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,624 | $4,103-36.1% | $3,737-29.8% | $4,751-44.8% |
| Participant deferral / active EE | $10,534 | $5,454+93.1% | $4,878+115.9% | $6,710+57.0% |
| Admin fee / account holder | $10,000 | $7,877+27.0% | $6,730+48.6% | $11,403-12.3% |