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 | $243,011 | $80,717+201.1% | $154,803+57.0% | $84,808+186.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.16% | 37.96%-15.8pp | 58.88%-36.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $14,087 | $2,761+410.2% | $4,305+227.2% | $2,631+435.4% |
| Participant deferral / active EE | $18,449 | $3,303+458.5% | $5,540+233.0% | $4,212+338.1% |
| Admin fee / account holder | $17,170 | $6,746+154.5% | $14,329+19.8% | $7,344+133.8% |