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 | $237,496 | $94,625+151.0% | $116,228+104.3% | $84,808+180.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 12.65% | 20.40%-7.8pp | 90.06%-77.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,975 | $2,347-15.8% | $2,994-34.0% | $2,631-24.9% |
| Participant deferral / active EE | $8,588 | $3,972+116.2% | $4,953+73.4% | $4,212+103.9% |
| Admin fee / account holder | $31,494 | $10,091+212.1% | $11,989+162.7% | $7,344+328.9% |