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 3-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 | $242,145 | $117,983+105.2% | $101,794+137.9% | $142,382+70.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.06% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,929 | $2,773+77.8% | $2,289+115.3% | $4,299+14.6% |
| Participant deferral / active EE | $16,550 | $4,714+251.1% | $4,084+305.2% | $6,507+154.3% |
| Admin fee / account holder | $3,430 | $10,433-67.1% | $8,777-60.9% | $12,624-72.8% |