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 9-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 | $247,159 | $127,065+94.5% | $113,168+118.4% | $142,382+73.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.36% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,355 | $3,442+113.7% | $2,975+147.2% | $4,299+71.1% |
| Participant deferral / active EE | $11,945 | $5,716+109.0% | $5,107+133.9% | $6,507+83.6% |
| Admin fee / account holder | $5,263 | $15,736-66.6% | $12,068-56.4% | $12,624-58.3% |