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 | $224,652 | $80,968+177.5% | $96,544+132.7% | $75,163+198.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.29% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,470 | $2,282+8.2% | $2,965-16.7% | $2,670-7.5% |
| Participant deferral / active EE | $3,810 | $3,928-3.0% | $4,851-21.5% | $4,125-7.6% |
| Admin fee / account holder | $34,135 | $6,724+407.6% | $8,252+313.6% | $5,651+504.1% |