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 | $244,937 | $97,744+150.6% | $103,476+136.7% | $145,922+67.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.07% | 25.41%-13.3pp | 23.90%-11.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,304 | $4,677-29.3% | $4,672-29.3% | $4,660-29.1% |
| Participant deferral / active EE | $9,922 | $6,603+50.3% | $6,623+49.8% | $6,688+48.4% |
| Admin fee / account holder | $33,807 | $12,515+170.1% | $9,413+259.2% | $13,397+152.3% |