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 7-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 | $138,454 | $93,571+48.0% | $135,903+1.9% | $75,163+84.2% |
| Participation rate | 98.6% | 75.2%+23.5pp | 81.9%+16.7pp | 67.2%+31.5pp |
| Annual return | 23.67% | 30.90%-7.2pp | 68.23%-44.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $34,265 | $3,537+868.9% | $4,856+605.6% | $2,670+1183.4% |
| Participant deferral / active EE | $6,845 | $6,404+6.9% | $7,758-11.8% | $4,125+65.9% |
| Admin fee / account holder | $17,215 | $6,975+146.8% | $10,762+60.0% | $5,651+204.6% |