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 | $242,029 | $127,065+90.5% | $113,168+113.9% | $142,382+70.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.78% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,919 | $3,442+13.9% | $2,975+31.7% | $4,299-8.8% |
| Participant deferral / active EE | $10,098 | $5,716+76.7% | $5,107+97.7% | $6,507+55.2% |
| Admin fee / account holder | $19,623 | $15,736+24.7% | $12,068+62.6% | $12,624+55.4% |