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 | $239,639 | $72,492+230.6% | $87,100+175.1% | $72,985+228.3% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.5pp | 69.5%+28.8pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $13,255 | $1,894+599.9% | $2,521+425.7% | $2,440+443.3% |
| Participant deferral / active EE | $18,470 | $3,270+464.9% | $4,049+356.2% | $3,607+412.0% |
| Admin fee / account holder | $9,905 | $5,055+95.9% | $7,497+32.1% | $5,124+93.3% |