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 9-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 | $230,391 | $201,272+14.5% | $184,203+25.1% | $145,922+57.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.89% | 29.00%-10.1pp | 28.81%-9.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $20,433 | $7,022+191.0% | $6,427+217.9% | $4,660+338.5% |
| Participant deferral / active EE | $19,311 | $9,806+96.9% | $9,131+111.5% | $6,688+188.7% |
| Admin fee / account holder | $693 | $16,364-95.8% | $13,901-95.0% | $13,397-94.8% |