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 | $208,917 | $111,754+86.9% | $103,333+102.2% | $145,922+43.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.85% | 24.77%+0.1pp | 24.88%0pp | 561.29%-536.4pp |
| Employer contribution / active EE | $14,049 | $4,212+233.5% | $3,868+263.2% | $4,660+201.5% |
| Participant deferral / active EE | $5,846 | $5,619+4.1% | $5,057+15.6% | $6,688-12.6% |
| Admin fee / account holder | $28,932 | $9,750+196.7% | $8,355+246.3% | $13,397+116.0% |