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 | $247,291 | $201,272+22.9% | $184,203+34.2% | $145,922+69.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.93% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $23,450 | $7,022+234.0% | $6,427+264.9% | $4,660+403.3% |
| Participant deferral / active EE | $11,265 | $9,806+14.9% | $9,131+23.4% | $6,688+68.4% |
| Admin fee / account holder | $20,825 | $16,364+27.3% | $13,901+49.8% | $13,397+55.4% |