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 | $235,377 | $93,571+151.5% | $135,903+73.2% | $75,163+213.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.51% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,821 | $3,537+8.0% | $4,856-21.3% | $2,670+43.1% |
| Participant deferral / active EE | $15,393 | $6,404+140.4% | $7,758+98.4% | $4,125+273.2% |
| Admin fee / account holder | $7,039 | $6,975+0.9% | $10,762-34.6% | $5,651+24.6% |