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 | $239,850 | $104,974+128.5% | $95,585+150.9% | $142,382+68.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.29% | 210.33%-193.0pp | 38.56%-21.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,713 | $2,779+33.6% | $2,527+47.0% | $4,299-13.6% |
| Participant deferral / active EE | $11,323 | $4,352+160.2% | $4,023+181.5% | $6,507+74.0% |
| Admin fee / account holder | $856 | $6,386-86.6% | $6,127-86.0% | $12,624-93.2% |