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 | $213,445 | $227,553-6.2% | $189,557+12.6% | $167,490+27.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.42% | 78.40%-68.0pp | 64.17%-53.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $6,323 | $5,316+18.9% | $4,412+43.3% | $4,837+30.7% |
| Participant deferral / active EE | $10,581 | $7,002+51.1% | $6,174+71.4% | $6,341+66.9% |
| Admin fee / account holder | $4,487 | $11,878-62.2% | $9,807-54.3% | $12,309-63.5% |