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 8-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 | $236,044 | $138,347+70.6% | $184,203+28.1% | $80,856+191.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.47% | 20.02%-1.5pp | 28.81%-10.3pp | 35.59%-17.1pp |
| Employer contribution / active EE | $29,843 | $4,850+515.3% | $6,427+364.3% | $2,755+983.3% |
| Participant deferral / active EE | $20,143 | $7,071+184.9% | $9,131+120.6% | $4,296+368.9% |
| Admin fee / account holder | $13,061 | $10,483+24.6% | $13,901-6.0% | $6,918+88.8% |