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 | $224,979 | $107,334+109.6% | $92,893+142.2% | $152,861+47.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.72% | 145.58%-121.9pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,763 | $4,221-10.8% | $3,653+3.0% | $4,762-21.0% |
| Participant deferral / active EE | $8,075 | $4,845+66.7% | $4,236+90.6% | $5,850+38.0% |
| Admin fee / account holder | $31,812 | $7,079+349.4% | $5,794+449.1% | $11,596+174.3% |