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 | $211,048 | $124,281+69.8% | $109,143+93.4% | $167,490+26.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.12% | 26.04%-15.9pp | 25.75%-15.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,522 | $4,207-40.1% | $3,722-32.2% | $4,837-47.9% |
| Participant deferral / active EE | $10,513 | $5,255+100.1% | $4,653+125.9% | $6,341+65.8% |
| Admin fee / account holder | $1,735 | $7,970-78.2% | $6,752-74.3% | $12,309-85.9% |