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 | $242,055 | $104,974+130.6% | $95,585+153.2% | $142,382+70.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.84% | 210.33%-197.5pp | 38.56%-25.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,736 | $2,779-1.5% | $2,527+8.3% | $4,299-36.4% |
| Participant deferral / active EE | $6,966 | $4,352+60.1% | $4,023+73.2% | $6,507+7.0% |
| Admin fee / account holder | $762 | $6,386-88.1% | $6,127-87.6% | $12,624-94.0% |