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 | $201,473 | $105,181+91.5% | $159,436+26.4% | $85,850+134.7% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 13.82% | 45.07%-31.3pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $4,532 | $3,318+36.6% | $4,829-6.2% | $2,565+76.7% |
| Participant deferral / active EE | $18,918 | $5,945+218.2% | $7,352+157.3% | $3,952+378.7% |
| Admin fee / account holder | $20,746 | $6,933+199.2% | $10,799+92.1% | $6,260+231.4% |