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 | $240,210 | $103,376+132.4% | $87,100+175.8% | $152,861+57.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.33% | 28.10%-4.8pp | 28.19%-4.9pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,502 | $3,220-22.3% | $2,521-0.8% | $4,762-47.5% |
| Participant deferral / active EE | $8,010 | $4,778+67.7% | $4,049+97.9% | $5,850+36.9% |
| Admin fee / account holder | $1,562 | $12,205-87.2% | $7,497-79.2% | $11,596-86.5% |