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 9-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 | $229,205 | $111,754+105.1% | $103,333+121.8% | $145,922+57.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,602 | $4,212-14.5% | $3,868-6.9% | $4,660-22.7% |
| Participant deferral / active EE | $11,005 | $5,619+95.9% | $5,057+117.6% | $6,688+64.6% |
| Admin fee / account holder | $27,059 | $9,750+177.5% | $8,355+223.9% | $13,397+102.0% |