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 | $220,070 | $117,983+86.5% | $101,794+116.2% | $142,382+54.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.18% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,578 | $2,773-43.1% | $2,289-31.1% | $4,299-63.3% |
| Participant deferral / active EE | $1,430 | $4,714-69.7% | $4,084-65.0% | $6,507-78.0% |
| Admin fee / account holder | $6,968 | $10,433-33.2% | $8,777-20.6% | $12,624-44.8% |