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 | $228,398 | $167,484+36.4% | $151,611+50.6% | $134,475+69.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 19.21% | 7.80%+11.4pp | 3.33%+15.9pp | 417.96%-398.8pp |
| Employer contribution / active EE | $18,713 | $6,829+174.0% | $6,166+203.5% | $4,740+294.8% |
| Participant deferral / active EE | $11,100 | $8,986+23.5% | $8,363+32.7% | $6,400+73.4% |
| Admin fee / account holder | $1,403 | $13,783-89.8% | $11,616-87.9% | $11,426-87.7% |