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 | $194,412 | $127,264+52.8% | $109,895+76.9% | $167,490+16.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.80% | 22.97%-14.2pp | 29.45%-20.7pp | 478.56%-469.8pp |
| Employer contribution / active EE | $19,281 | $3,322+480.3% | $2,842+578.3% | $4,837+298.6% |
| Participant deferral / active EE | $4,817 | $4,514+6.7% | $4,048+19.0% | $6,341-24.0% |
| Admin fee / account holder | $10,033 | $7,114+41.0% | $6,066+65.4% | $12,309-18.5% |