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 | $230,746 | $93,571+146.6% | $135,903+69.8% | $75,163+207.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 19.59% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,195 | $6,404-34.5% | $7,758-45.9% | $4,125+1.7% |
| Admin fee / account holder | $5,122 | $6,975-26.6% | $10,762-52.4% | $5,651-9.4% |