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 | $219,695 | $111,754+96.6% | $103,333+112.6% | $145,922+50.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 14.13% | 24.77%-10.6pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $14,743 | $4,212+250.0% | $3,868+281.2% | $4,660+216.4% |
| Participant deferral / active EE | $3,562 | $5,619-36.6% | $5,057-29.6% | $6,688-46.7% |
| Admin fee / account holder | $5,984 | $9,750-38.6% | $8,355-28.4% | $13,397-55.3% |