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 | $244,601 | $117,983+107.3% | $101,794+140.3% | $142,382+71.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.39% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,607 | $2,773+138.3% | $2,289+188.7% | $4,299+53.7% |
| Participant deferral / active EE | $16,901 | $4,714+258.5% | $4,084+313.8% | $6,507+159.7% |
| Admin fee / account holder | $797 | $10,433-92.4% | $8,777-90.9% | $12,624-93.7% |