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 4-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 | $230,514 | $138,347+66.6% | $184,203+25.1% | $80,856+185.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 22.23% | 20.02%+2.2pp | 28.81%-6.6pp | 35.59%-13.4pp |
| Employer contribution / active EE | $16,402 | $4,850+238.1% | $6,427+155.2% | $2,755+495.4% |
| Participant deferral / active EE | $19,205 | $7,071+171.6% | $9,131+110.3% | $4,296+347.1% |
| Admin fee / account holder | $582 | $10,483-94.4% | $13,901-95.8% | $6,918-91.6% |