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 | $246,361 | $201,272+22.4% | $184,203+33.7% | $145,922+68.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.11% | 29.00%-16.9pp | 28.81%-16.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,680 | $7,022-61.8% | $6,427-58.3% | $4,660-42.5% |
| Participant deferral / active EE | $3,738 | $9,806-61.9% | $9,131-59.1% | $6,688-44.1% |
| Admin fee / account holder | $78,602 | $16,364+380.3% | $13,901+465.4% | $13,397+486.7% |