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 | $209,105 | $78,422+166.6% | $95,952+117.9% | $79,858+161.8% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.1%+20.2pp | 69.6%+27.6pp |
| Annual return | 13.48% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,580 | $1,945+32.6% | $2,541+1.5% | $2,471+4.4% |
| Participant deferral / active EE | $6,106 | $3,440+77.5% | $4,167+46.5% | $3,740+63.3% |
| Admin fee / account holder | $8,336 | $5,622+48.3% | $6,795+22.7% | $5,306+57.1% |