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 | $175,433 | $71,883+144.1% | $86,677+102.4% | $68,494+156.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 5.38% | 3.52%+1.9pp | 35.91%-30.5pp | -7.84%+13.2pp |
| Employer contribution / active EE | $9,266 | $2,173+326.4% | $2,836+226.7% | $2,596+256.9% |
| Participant deferral / active EE | $6,607 | $3,779+74.9% | $4,656+41.9% | $4,027+64.1% |
| Admin fee / account holder | $333 | $6,112-94.6% | $7,493-95.6% | $5,403-93.8% |