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 | $246,444 | $124,281+98.3% | $109,143+125.8% | $167,490+47.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.79% | 26.04%-15.2pp | 25.75%-15.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $12,449 | $4,207+195.9% | $3,722+234.5% | $4,837+157.3% |
| Participant deferral / active EE | $13,316 | $5,255+153.4% | $4,653+186.2% | $6,341+110.0% |
| Admin fee / account holder | $6,884 | $7,970-13.6% | $6,752+2.0% | $12,309-44.1% |