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 | $221,347 | $96,965+128.3% | $97,995+125.9% | $147,584+50.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 17.35% | 24.11%-6.8pp | 23.94%-6.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $5,724 | $4,536+26.2% | $4,158+37.7% | $4,876+17.4% |
| Participant deferral / active EE | $10,896 | $5,081+114.4% | $5,097+113.8% | $5,439+100.3% |
| Admin fee / account holder | $521 | $8,120-93.6% | $5,943-91.2% | $10,885-95.2% |