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 | $248,516 | $117,983+110.6% | $101,794+144.1% | $142,382+74.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.51% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,923 | $2,773+41.5% | $2,289+71.4% | $4,299-8.7% |
| Participant deferral / active EE | $10,816 | $4,714+129.5% | $4,084+164.8% | $6,507+66.2% |
| Admin fee / account holder | $8,608 | $10,433-17.5% | $8,777-1.9% | $12,624-31.8% |