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 4-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 | $245,645 | $93,571+162.5% | $135,903+80.8% | $75,163+226.8% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 26.49% | 30.90%-4.4pp | 68.23%-41.7pp | 160.62%-134.1pp |
| Employer contribution / active EE | $9,106 | $3,537+157.5% | $4,856+87.5% | $2,670+241.1% |
| Participant deferral / active EE | $12,030 | $6,404+87.9% | $7,758+55.1% | $4,125+191.6% |
| Admin fee / account holder | $3,980 | $6,975-42.9% | $10,762-63.0% | $5,651-29.6% |