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 5-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 | $243,123 | $87,733+177.1% | $106,548+128.2% | $85,850+183.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 13.03% | 21.86%-8.8pp | 26.80%-13.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,413 | $2,073+16.4% | $2,819-14.4% | $2,565-5.9% |
| Participant deferral / active EE | $8,455 | $3,469+143.7% | $4,398+92.2% | $3,952+113.9% |
| Admin fee / account holder | $13,455 | $6,767+98.8% | $7,407+81.6% | $6,260+114.9% |