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 | $236,529 | $117,841+100.7% | $102,423+130.9% | $145,922+62.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,005 | $3,615-16.9% | $3,023-0.6% | $4,660-35.5% |
| Participant deferral / active EE | $12,024 | $5,731+109.8% | $5,053+138.0% | $6,688+79.8% |
| Admin fee / account holder | $4,032 | $13,326-69.7% | $9,451-57.3% | $13,397-69.9% |