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 | $227,091 | $105,931+114.4% | $81,930+177.2% | $158,922+42.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 33.78% | 38.17%-4.4pp | 29.49%+4.3pp | 302.83%-269.0pp |
| Employer contribution / active EE | $7,809 | $7,800+0.1% | $4,310+81.2% | $4,761+64.0% |
| Participant deferral / active EE | $3,981 | $13,003-69.4% | $7,107-44.0% | $5,982-33.5% |
| Admin fee / account holder | $445 | $8,489-94.8% | $5,158-91.4% | $11,246-96.0% |