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 9-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 | $214,729 | $77,730+176.2% | $70,164+206.0% | $139,434+54.0% |
| Participation rate | 86.4% | 83.2%+3.2pp | 78.8%+7.5pp | 80.3%+6.0pp |
| Annual return | 13.96% | 18.98%-5.0pp | 18.87%-4.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $12,399 | $4,990+148.5% | $4,287+189.2% | $4,751+161.0% |
| Participant deferral / active EE | $2,206 | $6,448-65.8% | $5,395-59.1% | $6,710-67.1% |
| Admin fee / account holder | $1,766 | $5,368-67.1% | $4,561-61.3% | $11,403-84.5% |