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 6-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 | $201,935 | $46,553+333.8% | $64,056+215.2% | $75,163+168.7% |
| Participation rate | 96.7% | 65.9%+30.7pp | 72.3%+24.4pp | 67.2%+29.5pp |
| Annual return | 63.51% | 26.03%+37.5pp | 33.69%+29.8pp | 160.62%-97.1pp |
| Employer contribution / active EE | $1,891 | $1,974-4.2% | $2,747-31.2% | $2,670-29.2% |
| Participant deferral / active EE | $6,176 | $2,837+117.7% | $3,880+59.2% | $4,125+49.7% |
| Admin fee / account holder | $1,081 | $2,952-63.4% | $3,068-64.8% | $5,651-80.9% |