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 | $247,401 | $39,122+532.4% | $57,179+332.7% | $62,891+293.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.74% | 9.23%-0.5pp | 14.59%-5.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $15,980 | $1,874+752.6% | $2,682+495.7% | $2,281+600.6% |
| Participant deferral / active EE | $7,087 | $2,374+198.5% | $3,096+128.9% | $3,203+121.3% |
| Admin fee / account holder | $5,783 | $2,592+123.1% | $3,139+84.2% | $4,296+34.6% |