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 | $247,404 | $201,272+22.9% | $184,203+34.3% | $145,922+69.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.80% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $5,804 | $7,022-17.3% | $6,427-9.7% | $4,660+24.6% |
| Participant deferral / active EE | $4,255 | $9,806-56.6% | $9,131-53.4% | $6,688-36.4% |
| Admin fee / account holder | $73,211 | $16,364+347.4% | $13,901+426.7% | $13,397+446.5% |