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 | $245,328 | $117,841+108.2% | $102,423+139.5% | $145,922+68.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $18,667 | $3,615+416.4% | $3,023+517.4% | $4,660+300.6% |
| Participant deferral / active EE | $6,035 | $5,731+5.3% | $5,053+19.4% | $6,688-9.8% |
| Admin fee / account holder | $1,602 | $13,326-88.0% | $9,451-83.0% | $13,397-88.0% |