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 | $226,903 | $127,065+78.6% | $113,168+100.5% | $142,382+59.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.36% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,428 | $3,442-29.5% | $2,975-18.4% | $4,299-43.5% |
| Participant deferral / active EE | $8,369 | $5,716+46.4% | $5,107+63.9% | $6,507+28.6% |
| Admin fee / account holder | $8,877 | $15,736-43.6% | $12,068-26.4% | $12,624-29.7% |