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 | $241,648 | $97,744+147.2% | $103,476+133.5% | $145,922+65.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.91% | 25.41%-13.5pp | 23.90%-12.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $6,808 | $4,677+45.6% | $4,672+45.7% | $4,660+46.1% |
| Participant deferral / active EE | $18,000 | $6,603+172.6% | $6,623+171.8% | $6,688+169.1% |
| Admin fee / account holder | $5,150 | $12,515-58.8% | $9,413-45.3% | $13,397-61.6% |