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 3-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 | $223,850 | $117,983+89.7% | $101,794+119.9% | $142,382+57.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.16% | 36.92%-13.8pp | 30.53%-7.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $10,330 | $2,773+272.6% | $2,289+351.3% | $4,299+140.3% |
| Participant deferral / active EE | $6,287 | $4,714+33.4% | $4,084+54.0% | $6,507-3.4% |
| Admin fee / account holder | $1,397 | $10,433-86.6% | $8,777-84.1% | $12,624-88.9% |