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 | $217,730 | $87,733+148.2% | $106,548+104.3% | $85,850+153.6% |
| Participation rate | 95.0% | 71.9%+23.1pp | 76.1%+18.9pp | 69.3%+25.7pp |
| Annual return | 12.35% | 21.86%-9.5pp | 26.80%-14.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,997 | $2,073-3.7% | $2,819-29.2% | $2,565-22.1% |
| Participant deferral / active EE | $6,697 | $3,469+93.0% | $4,398+52.3% | $3,952+69.5% |
| Admin fee / account holder | $2,071 | $6,767-69.4% | $7,407-72.0% | $6,260-66.9% |