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 | $247,984 | $165,335+50.0% | $149,696+65.7% | $158,922+56.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.25% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $8,097 | $5,103+58.7% | $4,644+74.3% | $4,761+70.1% |
| Participant deferral / active EE | $16,339 | $7,181+127.5% | $6,842+138.8% | $5,982+173.1% |
| Admin fee / account holder | $1,262 | $10,807-88.3% | $9,309-86.4% | $11,246-88.8% |