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 | $194,918 | $109,359+78.2% | $162,163+20.2% | $72,985+167.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.65% | 25.46%+1.2pp | 115.59%-88.9pp | 81.00%-54.3pp |
| Employer contribution / active EE | $8,034 | $3,907+105.6% | $5,614+43.1% | $2,440+229.3% |
| Participant deferral / active EE | $12,369 | $5,481+125.7% | $7,298+69.5% | $3,607+242.9% |
| Admin fee / account holder | $2,192 | $7,972-72.5% | $10,843-79.8% | $5,124-57.2% |