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 | $213,997 | $78,422+172.9% | $95,952+123.0% | $79,858+168.0% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.6pp |
| Annual return | 13.80% | 19.37%-5.6pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,127 | $1,945+9.3% | $2,541-16.3% | $2,471-13.9% |
| Participant deferral / active EE | $7,502 | $3,440+118.1% | $4,167+80.0% | $3,740+100.6% |
| Admin fee / account holder | $20,797 | $5,622+269.9% | $6,795+206.0% | $5,306+291.9% |