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 | $225,350 | $104,664+115.3% | $85,682+163.0% | $167,490+34.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.47% | 21.45%-8.0pp | 21.49%-8.0pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,067 | $3,337-38.1% | $2,618-21.1% | $4,837-57.3% |
| Participant deferral / active EE | $8,439 | $4,824+74.9% | $3,923+115.1% | $6,341+33.1% |
| Admin fee / account holder | $2,111 | $10,032-79.0% | $6,873-69.3% | $12,309-82.9% |