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 | $140,229 | $63,346+121.4% | $92,233+52.0% | $70,131+100.0% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 15.27% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $5,105 | $2,471+106.6% | $3,679+38.7% | $2,342+117.9% |
| Participant deferral / active EE | $5,720 | $2,854+100.4% | $3,897+46.8% | $3,332+71.7% |
| Admin fee / account holder | $4,491 | $3,840+16.9% | $5,194-13.5% | $4,645-3.3% |