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 | $247,495 | $148,534+66.6% | $135,903+82.1% | $139,434+77.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.65% | 79.19%-61.5pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $6,554 | $5,243+25.0% | $4,856+35.0% | $4,751+38.0% |
| Participant deferral / active EE | $18,361 | $8,100+126.7% | $7,758+136.7% | $6,710+173.6% |
| Admin fee / account holder | $2,154 | $12,400-82.6% | $10,762-80.0% | $11,403-81.1% |