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 | $241,739 | $87,013+177.8% | $106,213+127.6% | $80,856+199.0% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.3%+21.3pp | 67.6%+29.0pp |
| Annual return | 13.00% | 17.05%-4.1pp | 116.14%-103.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $6,424 | $2,395+168.2% | $3,171+102.6% | $2,755+133.2% |
| Participant deferral / active EE | $4,635 | $3,986+16.3% | $5,016-7.6% | $4,296+7.9% |
| Admin fee / account holder | $4,317 | $8,431-48.8% | $11,033-60.9% | $6,918-37.6% |