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 | $247,887 | $125,758+97.1% | $169,993+45.8% | $75,163+229.8% |
| Participation rate | 94.0% | 83.6%+10.4pp | 87.0%+7.0pp | 67.2%+26.8pp |
| Annual return | 21.16% | 27.20%-6.0pp | 53.37%-32.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,844 | $4,615-16.7% | $6,785-43.3% | $2,670+44.0% |
| Participant deferral / active EE | $19,832 | $6,837+190.1% | $10,408+90.6% | $4,125+380.8% |
| Admin fee / account holder | $26,100 | $8,173+219.3% | $12,815+103.7% | $5,651+361.9% |