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 5-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 | $231,296 | $90,348+156.0% | $75,972+204.4% | $145,922+58.5% |
| Participation rate | 84.6% | 74.5%+10.2pp | 69.1%+15.6pp | 80.3%+4.3pp |
| Annual return | 13.17% | 620.88%-607.7pp | 359.55%-346.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $7,025 | $3,311+112.2% | $2,685+161.6% | $4,660+50.8% |
| Participant deferral / active EE | $14,234 | $5,162+175.8% | $4,255+234.5% | $6,688+112.8% |
| Admin fee / account holder | $43,328 | $8,467+411.7% | $6,467+570.0% | $13,397+223.4% |