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 | $232,993 | $81,460+186.0% | $103,333+125.5% | $80,856+188.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 25.97% | 25.55%+0.4pp | 24.88%+1.1pp | 35.59%-9.6pp |
| Employer contribution / active EE | $7,021 | $3,105+126.1% | $3,868+81.5% | $2,755+154.9% |
| Participant deferral / active EE | $7,706 | $3,869+99.2% | $5,057+52.4% | $4,296+79.4% |
| Admin fee / account holder | $2,983 | $6,566-54.6% | $8,355-64.3% | $6,918-56.9% |