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 | $222,823 | $99,877+123.1% | $84,966+162.2% | $145,922+52.7% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 15.31% | 83.76%-68.5pp | 66.38%-51.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $8,252 | $3,231+155.4% | $2,727+202.6% | $4,660+77.1% |
| Participant deferral / active EE | $13,541 | $5,291+155.9% | $4,519+199.6% | $6,688+102.5% |
| Admin fee / account holder | $17,019 | $7,248+134.8% | $6,149+176.8% | $13,397+27.0% |