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 | $245,779 | $185,822+32.3% | $169,993+44.6% | $139,434+76.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.66% | 60.50%-41.8pp | 53.37%-34.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $6,130 | $7,590-19.2% | $6,785-9.7% | $4,751+29.0% |
| Participant deferral / active EE | $6,808 | $11,622-41.4% | $10,408-34.6% | $6,710+1.5% |
| Admin fee / account holder | $6,709 | $15,381-56.4% | $12,815-47.6% | $11,403-41.2% |