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 9-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 | $231,434 | $86,929+166.2% | $102,423+126.0% | $80,856+186.2% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 11.18% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,705 | $2,369+14.2% | $3,023-10.5% | $2,755-1.8% |
| Participant deferral / active EE | $6,613 | $4,118+60.6% | $5,053+30.9% | $4,296+53.9% |
| Admin fee / account holder | $25,999 | $8,049+223.0% | $9,451+175.1% | $6,918+275.8% |