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 | $166,759 | $109,881+51.8% | $150,045+11.1% | $84,808+96.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.29% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $23,417 | $3,561+557.6% | $4,693+399.0% | $2,631+790.1% |
| Participant deferral / active EE | $19,548 | $6,636+194.6% | $7,997+144.4% | $4,212+364.1% |
| Admin fee / account holder | $841 | $8,568-90.2% | $13,435-93.7% | $7,344-88.5% |