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 | $240,257 | $87,733+173.8% | $106,548+125.5% | $85,850+179.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.75% | 21.86%-7.1pp | 26.80%-12.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $4,032 | $2,073+94.5% | $2,819+43.0% | $2,565+57.2% |
| Participant deferral / active EE | $9,603 | $3,469+176.8% | $4,398+118.4% | $3,952+143.0% |
| Admin fee / account holder | $9,677 | $6,767+43.0% | $7,407+30.6% | $6,260+54.6% |