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 | $248,956 | $176,812+40.8% | $146,665+69.7% | $167,490+48.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.20% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,362 | $5,160-54.2% | $4,136-42.9% | $4,837-51.2% |
| Participant deferral / active EE | $8,481 | $6,440+31.7% | $5,506+54.0% | $6,341+33.7% |
| Admin fee / account holder | $6,532 | $13,259-50.7% | $10,280-36.5% | $12,309-46.9% |