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 | $209,362 | $117,841+77.7% | $102,423+104.4% | $145,922+43.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.76% | 31.65%-13.9pp | 29.32%-11.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,927 | $3,615-19.0% | $3,023-3.2% | $4,660-37.2% |
| Participant deferral / active EE | $7,460 | $5,731+30.2% | $5,053+47.6% | $6,688+11.5% |
| Admin fee / account holder | $6,255 | $13,326-53.1% | $9,451-33.8% | $13,397-53.3% |