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 | $221,718 | $77,503+186.1% | $100,391+120.9% | $80,856+174.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.82% | 37.20%-22.4pp | 49.20%-34.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $18,649 | $2,801+565.9% | $3,942+373.1% | $2,755+577.0% |
| Participant deferral / active EE | $15,863 | $6,820+132.6% | $8,082+96.3% | $4,296+269.3% |
| Admin fee / account holder | $868 | $5,897-85.3% | $7,899-89.0% | $6,918-87.5% |