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 | $210,356 | $127,065+65.5% | $113,168+85.9% | $142,382+47.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 25.98% | 24.03%+2.0pp | 24.27%+1.7pp | 217.08%-191.1pp |
| Employer contribution / active EE | $2,199 | $3,442-36.1% | $2,975-26.1% | $4,299-48.9% |
| Participant deferral / active EE | $4,255 | $5,716-25.6% | $5,107-16.7% | $6,507-34.6% |
| Admin fee / account holder | $15,108 | $15,736-4.0% | $12,068+25.2% | $12,624+19.7% |