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 | $224,232 | $102,828+118.1% | $105,387+112.8% | $152,861+46.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.73% | 20.85%-0.1pp | 26.82%-6.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,801 | $4,473+7.3% | $4,213+13.9% | $4,762+0.8% |
| Participant deferral / active EE | $6,028 | $5,465+10.3% | $5,502+9.6% | $5,850+3.0% |
| Admin fee / account holder | $23,316 | $8,683+168.5% | $6,559+255.5% | $11,596+101.1% |