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 8-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 | $232,298 | $201,272+15.4% | $184,203+26.1% | $145,922+59.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.09% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $6,275 | $7,022-10.6% | $6,427-2.4% | $4,660+34.7% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,131+234.0% | $6,688+356.1% |
| Admin fee / account holder | $3,541 | $16,364-78.4% | $13,901-74.5% | $13,397-73.6% |