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 | $230,503 | $94,625+143.6% | $116,228+98.3% | $84,808+171.8% |
| Participation rate | 98.4% | 70.4%+27.9pp | 74.6%+23.8pp | 68.3%+30.0pp |
| Annual return | 12.37% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $8,151 | $2,347+247.4% | $2,994+172.2% | $2,631+209.8% |
| Participant deferral / active EE | $10,805 | $3,972+172.0% | $4,953+118.1% | $4,212+156.6% |
| Admin fee / account holder | $23,690 | $10,091+134.8% | $11,989+97.6% | $7,344+222.6% |