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 | $243,955 | $80,968+201.3% | $96,544+152.7% | $75,163+224.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.92% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $7,273 | $2,282+218.8% | $2,965+145.3% | $2,670+172.4% |
| Participant deferral / active EE | $8,857 | $3,928+125.5% | $4,851+82.6% | $4,125+114.7% |
| Admin fee / account holder | $2,600 | $6,724-61.3% | $8,252-68.5% | $5,651-54.0% |