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 | $247,498 | $96,635+156.1% | $86,612+185.8% | $139,434+77.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 20.40% | 106.41%-86.0pp | 591.07%-570.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $6,685 | $3,263+104.9% | $3,022+121.2% | $4,751+40.7% |
| Participant deferral / active EE | $12,145 | $4,836+151.1% | $4,438+173.7% | $6,710+81.0% |
| Admin fee / account holder | $11,664 | $6,408+82.0% | $5,614+107.8% | $11,403+2.3% |