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 10-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 | $216,936 | $56,114+286.6% | $96,139+125.6% | $85,850+152.7% |
| Participation rate | 96.9% | 56.7%+40.2pp | 68.4%+28.4pp | 69.3%+27.6pp |
| Annual return | 18.19% | 42.30%-24.1pp | 191.94%-173.8pp | 318.53%-300.3pp |
| Employer contribution / active EE | $3,364 | $1,620+107.7% | $2,797+20.3% | $2,565+31.2% |
| Participant deferral / active EE | $8,481 | $2,859+196.6% | $4,349+95.0% | $3,952+114.6% |
| Admin fee / account holder | $5,638 | $3,768+49.6% | $5,537+1.8% | $6,260-9.9% |