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 | $234,390 | $127,065+84.5% | $113,168+107.1% | $142,382+64.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.04% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,311 | $3,442+54.3% | $2,975+78.5% | $4,299+23.5% |
| Participant deferral / active EE | $18,822 | $5,716+229.3% | $5,107+268.6% | $6,507+189.2% |
| Admin fee / account holder | $17,346 | $15,736+10.2% | $12,068+43.7% | $12,624+37.4% |