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 5-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 | $224,073 | $163,101+37.4% | $136,749+63.9% | $142,382+57.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.05% | 27.54%-14.5pp | 24.33%-11.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $16,854 | $4,117+309.4% | $3,400+395.8% | $4,299+292.0% |
| Participant deferral / active EE | $23,767 | $5,585+325.6% | $4,692+406.5% | $6,507+265.2% |
| Admin fee / account holder | $2,433 | $14,318-83.0% | $11,386-78.6% | $12,624-80.7% |