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 | $241,350 | $117,983+104.6% | $101,794+137.1% | $142,382+69.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.09% | 36.92%-18.8pp | 30.53%-12.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,575 | $2,773-7.1% | $2,289+12.5% | $4,299-40.1% |
| Participant deferral / active EE | $6,586 | $4,714+39.7% | $4,084+61.3% | $6,507+1.2% |
| Admin fee / account holder | $6,754 | $10,433-35.3% | $8,777-23.1% | $12,624-46.5% |