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 | $239,964 | $117,841+103.6% | $102,423+134.3% | $145,922+64.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.00% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,955 | $3,615+9.4% | $3,023+30.8% | $4,660-15.1% |
| Participant deferral / active EE | $7,044 | $5,731+22.9% | $5,053+39.4% | $6,688+5.3% |
| Admin fee / account holder | $39,486 | $13,326+196.3% | $9,451+317.8% | $13,397+194.7% |