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 | $201,074 | $85,202+136.0% | $172,739+16.4% | $72,985+175.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.29% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $12,573 | $3,324+278.2% | $5,143+144.5% | $2,440+415.3% |
| Participant deferral / active EE | $7,913 | $3,260+142.7% | $5,198+52.3% | $3,607+119.4% |
| Admin fee / account holder | $842 | $5,884-85.7% | $13,954-94.0% | $5,124-83.6% |