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 8-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 | $201,528 | $109,881+83.4% | $150,045+34.3% | $84,808+137.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.65% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $13,104 | $3,561+268.0% | $4,693+179.2% | $2,631+398.1% |
| Participant deferral / active EE | $8,541 | $6,636+28.7% | $7,997+6.8% | $4,212+102.8% |
| Admin fee / account holder | $17,803 | $8,568+107.8% | $13,435+32.5% | $7,344+142.4% |