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 | $245,741 | $127,065+93.4% | $113,168+117.1% | $142,382+72.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.81% | 24.03%-11.2pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,925 | $3,442+14.0% | $2,975+31.9% | $4,299-8.7% |
| Participant deferral / active EE | $12,656 | $5,716+121.4% | $5,107+147.8% | $6,507+94.5% |
| Admin fee / account holder | $3,647 | $15,736-76.8% | $12,068-69.8% | $12,624-71.1% |