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 | $213,854 | $94,625+126.0% | $116,228+84.0% | $84,808+152.2% |
| Participation rate | 95.8% | 70.4%+25.4pp | 74.6%+21.3pp | 68.3%+27.5pp |
| Annual return | 14.19% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,929 | $2,347+24.8% | $2,994-2.2% | $2,631+11.3% |
| Participant deferral / active EE | $4,925 | $3,972+24.0% | $4,953-0.6% | $4,212+16.9% |
| Admin fee / account holder | $8,317 | $10,091-17.6% | $11,989-30.6% | $7,344+13.3% |