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 | $239,284 | $117,841+103.1% | $102,423+133.6% | $145,922+64.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.10% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,422 | $3,615-33.0% | $3,023-19.9% | $4,660-48.0% |
| Participant deferral / active EE | $5,853 | $5,731+2.1% | $5,053+15.8% | $6,688-12.5% |
| Admin fee / account holder | $1,624 | $13,326-87.8% | $9,451-82.8% | $13,397-87.9% |