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 | $240,951 | $86,929+177.2% | $102,423+135.2% | $80,856+198.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.27% | 18.88%-1.6pp | 29.32%-12.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $4,552 | $2,369+92.1% | $3,023+50.5% | $2,755+65.2% |
| Participant deferral / active EE | $8,182 | $4,118+98.7% | $5,053+61.9% | $4,296+90.5% |
| Admin fee / account holder | $5,704 | $8,049-29.1% | $9,451-39.6% | $6,918-17.5% |