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 | $227,342 | $78,672+189.0% | $109,143+108.3% | $85,850+164.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.71% | 25.09%-7.4pp | 25.75%-8.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $3,554 | $2,735+29.9% | $3,722-4.5% | $2,565+38.5% |
| Participant deferral / active EE | $4,331 | $3,467+24.9% | $4,653-6.9% | $3,952+9.6% |
| Admin fee / account holder | $7,144 | $5,469+30.6% | $6,752+5.8% | $6,260+14.1% |