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 | $200,083 | $111,754+79.0% | $103,333+93.6% | $145,922+37.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.34% | 24.77%+0.6pp | 24.88%+0.5pp | 561.29%-535.9pp |
| Employer contribution / active EE | $6,327 | $4,212+50.2% | $3,868+63.6% | $4,660+35.8% |
| Participant deferral / active EE | $16,496 | $5,619+193.6% | $5,057+226.2% | $6,688+146.7% |
| Admin fee / account holder | $2,201 | $9,750-77.4% | $8,355-73.7% | $13,397-83.6% |