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 | $231,349 | $106,584+117.1% | $101,326+128.3% | $142,382+62.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.35% | 36.93%-23.6pp | 36.82%-23.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,000 | $3,956+26.4% | $3,665+36.4% | $4,299+16.3% |
| Participant deferral / active EE | $6,743 | $8,297-18.7% | $7,994-15.6% | $6,507+3.6% |
| Admin fee / account holder | $2,265 | $11,446-80.2% | $11,185-79.7% | $12,624-82.1% |