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 | $238,508 | $180,028+32.5% | $138,135+72.7% | $158,922+50.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 10.24% | 21.68%-11.4pp | 20.51%-10.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,069 | $7,470-72.3% | $5,587-63.0% | $4,761-56.5% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,745 | $17,912-73.5% | $11,856-60.0% | $11,246-57.8% |