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 | $210,994 | $117,983+78.8% | $101,794+107.3% | $142,382+48.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.78% | 36.92%-25.1pp | 30.53%-18.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,191 | $2,773-21.0% | $2,289-4.3% | $4,299-49.0% |
| Participant deferral / active EE | $2,932 | $4,714-37.8% | $4,084-28.2% | $6,507-54.9% |
| Admin fee / account holder | $1,866 | $10,433-82.1% | $8,777-78.7% | $12,624-85.2% |