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 | $249,208 | $106,584+133.8% | $101,326+145.9% | $142,382+75.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.59% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,820 | $3,956+21.8% | $3,665+31.5% | $4,299+12.1% |
| Participant deferral / active EE | $11,659 | $8,297+40.5% | $7,994+45.9% | $6,507+79.2% |
| Admin fee / account holder | $7,663 | $11,446-33.0% | $11,185-31.5% | $12,624-39.3% |