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 | $218,110 | $201,272+8.4% | $184,203+18.4% | $145,922+49.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.00% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $8,758 | $7,022+24.7% | $6,427+36.3% | $4,660+87.9% |
| Participant deferral / active EE | $17,463 | $9,806+78.1% | $9,131+91.2% | $6,688+161.1% |
| Admin fee / account holder | $22,425 | $16,364+37.0% | $13,901+61.3% | $13,397+67.4% |