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 9-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 | $227,789 | $165,335+37.8% | $149,696+52.2% | $158,922+43.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 14.81% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $8,829 | $5,103+73.0% | $4,644+90.1% | $4,761+85.4% |
| Participant deferral / active EE | $11,997 | $7,181+67.1% | $6,842+75.3% | $5,982+100.5% |
| Admin fee / account holder | $7,605 | $10,807-29.6% | $9,309-18.3% | $11,246-32.4% |