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 | $242,921 | $140,940+72.4% | $112,229+116.5% | $139,434+74.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.17% | 32.71%-4.5pp | 30.20%-2.0pp | 372.94%-344.8pp |
| Employer contribution / active EE | $1,154 | $4,283-73.1% | $3,430-66.4% | $4,751-75.7% |
| Participant deferral / active EE | $7,930 | $5,874+35.0% | $4,798+65.3% | $6,710+18.2% |
| Admin fee / account holder | $2,362 | $9,954-76.3% | $7,748-69.5% | $11,403-79.3% |