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 7-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 | $202,908 | $110,257+84.0% | $96,544+110.2% | $139,434+45.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.12% | 26.32%-1.2pp | 25.84%-0.7pp | 372.94%-347.8pp |
| Employer contribution / active EE | $3,146 | $3,620-13.1% | $2,965+6.1% | $4,751-33.8% |
| Participant deferral / active EE | $13,861 | $5,548+149.9% | $4,851+185.7% | $6,710+106.6% |
| Admin fee / account holder | $23,783 | $11,591+105.2% | $8,252+188.2% | $11,403+108.6% |