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 | $241,292 | $81,460+196.2% | $103,333+133.5% | $80,856+198.4% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 14.64% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,378 | $3,105+41.0% | $3,868+13.2% | $2,755+58.9% |
| Participant deferral / active EE | $14,053 | $3,869+263.2% | $5,057+177.9% | $4,296+227.1% |
| Admin fee / account holder | $26,469 | $6,566+303.1% | $8,355+216.8% | $6,918+282.6% |