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 6-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 | $243,174 | $159,602+52.4% | $150,045+62.1% | $142,382+70.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.60% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $8,652 | $4,961+74.4% | $4,693+84.4% | $4,299+101.3% |
| Participant deferral / active EE | $22,967 | $8,310+176.4% | $7,997+187.2% | $6,507+252.9% |
| Admin fee / account holder | $951 | $14,846-93.6% | $13,435-92.9% | $12,624-92.5% |