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 6-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 | $243,477 | $106,584+128.4% | $101,326+140.3% | $142,382+71.0% |
| Participation rate | 95.5% | 82.7%+12.8pp | 81.5%+14.0pp | 80.1%+15.3pp |
| Annual return | 14.68% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,692 | $3,956+94.4% | $3,665+109.9% | $4,299+78.9% |
| Participant deferral / active EE | $5,630 | $8,297-32.1% | $7,994-29.6% | $6,507-13.5% |
| Admin fee / account holder | $2,299 | $11,446-79.9% | $11,185-79.4% | $12,624-81.8% |