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 | $243,601 | $163,101+49.4% | $136,749+78.1% | $142,382+71.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 25.66% | 27.54%-1.9pp | 24.33%+1.3pp | 217.08%-191.4pp |
| Employer contribution / active EE | $16,400 | $4,117+298.4% | $3,400+382.4% | $4,299+281.5% |
| Participant deferral / active EE | $12,392 | $5,585+121.9% | $4,692+164.1% | $6,507+90.4% |
| Admin fee / account holder | $6,847 | $14,318-52.2% | $11,386-39.9% | $12,624-45.8% |