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 | $223,660 | $100,773+121.9% | $88,946+151.5% | $142,382+57.1% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 15.78% | 70.18%-54.4pp | 57.82%-42.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $11,304 | $2,918+287.4% | $2,555+342.4% | $4,299+162.9% |
| Participant deferral / active EE | $16,049 | $5,230+206.8% | $4,581+250.3% | $6,507+146.6% |
| Admin fee / account holder | $971 | $9,693-90.0% | $8,261-88.2% | $12,624-92.3% |