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 | $242,358 | $117,983+105.4% | $101,794+138.1% | $142,382+70.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.44% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,567 | $2,773-7.4% | $2,289+12.1% | $4,299-40.3% |
| Participant deferral / active EE | $11,456 | $4,714+143.0% | $4,084+180.5% | $6,507+76.0% |
| Admin fee / account holder | $13,338 | $10,433+27.8% | $8,777+52.0% | $12,624+5.7% |