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 | $229,332 | $99,985+129.4% | $146,665+56.4% | $85,850+167.1% |
| Participation rate | 97.1% | 73.1%+24.1pp | 80.1%+17.1pp | 69.3%+27.8pp |
| Annual return | 14.57% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $5,230 | $2,559+104.4% | $4,136+26.4% | $2,565+103.9% |
| Participant deferral / active EE | $4,212 | $4,006+5.1% | $5,506-23.5% | $3,952+6.6% |
| Admin fee / account holder | $1,216 | $7,702-84.2% | $10,280-88.2% | $6,260-80.6% |