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 | $249,822 | $98,240+154.3% | $82,313+203.5% | $147,584+69.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.64% | 30.85%-16.2pp | 25.88%-11.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,913 | $3,192+22.6% | $2,428+61.1% | $4,876-19.8% |
| Participant deferral / active EE | $4,925 | $4,383+12.3% | $3,706+32.9% | $5,439-9.5% |
| Admin fee / account holder | $921 | $8,563-89.2% | $5,608-83.6% | $10,885-91.5% |