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 | $190,815 | $71,829+165.7% | $69,780+173.5% | $142,382+34.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 19.18% | 31.01%-11.8pp | 26.31%-7.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $9,491 | $4,385+116.4% | $4,168+127.7% | $4,299+120.8% |
| Participant deferral / active EE | $11,561 | $6,819+69.5% | $6,164+87.5% | $6,507+77.7% |
| Admin fee / account holder | $2,292 | $7,818-70.7% | $7,285-68.5% | $12,624-81.8% |