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 | $240,774 | $124,281+93.7% | $109,143+120.6% | $167,490+43.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.76% | 26.04%-4.3pp | 25.75%-4.0pp | 478.56%-456.8pp |
| Employer contribution / active EE | $7,725 | $4,207+83.6% | $3,722+107.6% | $4,837+59.7% |
| Participant deferral / active EE | $8,429 | $5,255+60.4% | $4,653+81.1% | $6,341+32.9% |
| Admin fee / account holder | $1,643 | $7,970-79.4% | $6,752-75.7% | $12,309-86.7% |