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 | $229,289 | $94,625+142.3% | $116,228+97.3% | $84,808+170.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.93% | 20.40%-4.5pp | 90.06%-74.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,522 | $2,347+7.5% | $2,994-15.8% | $2,631-4.1% |
| Participant deferral / active EE | $2,254 | $3,972-43.2% | $4,953-54.5% | $4,212-46.5% |
| Admin fee / account holder | $9,133 | $10,091-9.5% | $11,989-23.8% | $7,344+24.4% |