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 | $249,737 | $107,452+132.4% | $91,541+172.8% | $142,382+75.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.82% | 22.06%-3.2pp | 20.50%-1.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,676 | $2,994-10.6% | $2,505+6.8% | $4,299-37.8% |
| Participant deferral / active EE | $2,625 | $4,754-44.8% | $4,008-34.5% | $6,507-59.7% |
| Admin fee / account holder | $1,689 | $8,834-80.9% | $6,956-75.7% | $12,624-86.6% |