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 | $247,113 | $80,717+206.1% | $154,803+59.6% | $84,808+191.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.85% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $15,207 | $2,761+450.7% | $4,305+253.2% | $2,631+478.0% |
| Participant deferral / active EE | $8,636 | $3,303+161.4% | $5,540+55.9% | $4,212+105.0% |
| Admin fee / account holder | $4,228 | $6,746-37.3% | $14,329-70.5% | $7,344-42.4% |