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 | $229,368 | $165,335+38.7% | $149,696+53.2% | $158,922+44.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.60% | 348.15%-331.5pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,016 | $5,103-60.5% | $4,644-56.6% | $4,761-57.7% |
| Participant deferral / active EE | $9,030 | $7,181+25.7% | $6,842+32.0% | $5,982+50.9% |
| Admin fee / account holder | $804 | $10,807-92.6% | $9,309-91.4% | $11,246-92.8% |