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 | $191,440 | $109,359+75.1% | $162,163+18.1% | $72,985+162.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.29% | 25.46%-3.2pp | 115.59%-93.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $5,730 | $3,907+46.6% | $5,614+2.1% | $2,440+134.8% |
| Participant deferral / active EE | $15,039 | $5,481+174.4% | $7,298+106.1% | $3,607+316.9% |
| Admin fee / account holder | $36,522 | $7,972+358.1% | $10,843+236.8% | $5,124+612.7% |