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 | $241,977 | $78,422+208.6% | $95,952+152.2% | $79,858+203.0% |
| Participation rate | 98.4% | 73.5%+24.9pp | 77.1%+21.3pp | 69.6%+28.8pp |
| Annual return | 13.00% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $15,873 | $1,945+716.1% | $2,541+524.7% | $2,471+542.4% |
| Participant deferral / active EE | $3,673 | $3,440+6.8% | $4,167-11.9% | $3,740-1.8% |
| Admin fee / account holder | $18,374 | $5,622+226.8% | $6,795+170.4% | $5,306+246.3% |