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 | $204,564 | $81,248+151.8% | $155,509+31.5% | $80,856+153.0% |
| Participation rate | 90.4% | 66.2%+24.2pp | 78.2%+12.2pp | 67.6%+22.7pp |
| Annual return | 15.29% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $15,254 | $3,100+392.0% | $4,672+226.5% | $2,755+453.7% |
| Participant deferral / active EE | $6,980 | $3,452+102.2% | $5,626+24.1% | $4,296+62.5% |
| Admin fee / account holder | $35,822 | $7,997+347.9% | $15,912+125.1% | $6,918+417.8% |