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 | $239,872 | $127,065+88.8% | $113,168+112.0% | $142,382+68.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.14% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,855 | $3,442-17.1% | $2,975-4.0% | $4,299-33.6% |
| Participant deferral / active EE | $6,608 | $5,716+15.6% | $5,107+29.4% | $6,507+1.5% |
| Admin fee / account holder | $14,277 | $15,736-9.3% | $12,068+18.3% | $12,624+13.1% |