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 | $242,254 | $103,376+134.3% | $87,100+178.1% | $152,861+58.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.63% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $7,601 | $3,220+136.0% | $2,521+201.5% | $4,762+59.6% |
| Participant deferral / active EE | $6,746 | $4,778+41.2% | $4,049+66.6% | $5,850+15.3% |
| Admin fee / account holder | $2,224 | $12,205-81.8% | $7,497-70.3% | $11,596-80.8% |