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 | $200,596 | $95,416+110.2% | $185,823+8.0% | $85,850+133.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.68% | 23.59%-6.9pp | 122.05%-105.4pp | 318.53%-301.8pp |
| Employer contribution / active EE | $7,244 | $3,314+118.6% | $5,167+40.2% | $2,565+182.4% |
| Participant deferral / active EE | $6,462 | $3,423+88.8% | $5,568+16.1% | $3,952+63.5% |
| Admin fee / account holder | $6,298 | $7,213-12.7% | $16,237-61.2% | $6,260+0.6% |