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 | $241,513 | $85,006+184.1% | $76,190+217.0% | $145,922+65.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 11.97% | 13.11%-1.1pp | 13.78%-1.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $13,888 | $5,265+163.8% | $4,578+203.3% | $4,660+198.1% |
| Participant deferral / active EE | $4,140 | $6,392-35.2% | $5,474-24.4% | $6,688-38.1% |
| Admin fee / account holder | $3,217 | $5,760-44.1% | $5,123-37.2% | $13,397-76.0% |