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 5-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 | $189,262 | $114,381+65.5% | $107,525+76.0% | $142,382+32.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.67% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $28,449 | $4,015+608.6% | $3,754+657.9% | $4,299+561.7% |
| Participant deferral / active EE | $13,769 | $5,564+147.5% | $5,116+169.2% | $6,507+111.6% |
| Admin fee / account holder | $30,458 | $9,860+208.9% | $8,919+241.5% | $12,624+141.3% |