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 | $225,473 | $148,534+51.8% | $135,903+65.9% | $139,434+61.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.70% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,747 | $5,243-47.6% | $4,856-43.4% | $4,751-42.2% |
| Participant deferral / active EE | $18,024 | $8,100+122.5% | $7,758+132.3% | $6,710+168.6% |
| Admin fee / account holder | $1,268 | $12,400-89.8% | $10,762-88.2% | $11,403-88.9% |