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 | $228,332 | $78,422+191.2% | $95,952+138.0% | $79,858+185.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.36% | 19.37%-3.0pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,966 | $1,945+103.9% | $2,541+56.1% | $2,471+60.5% |
| Participant deferral / active EE | $7,585 | $3,440+120.5% | $4,167+82.0% | $3,740+102.8% |
| Admin fee / account holder | $2,628 | $5,622-53.3% | $6,795-61.3% | $5,306-50.5% |