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 | $225,664 | $172,478+30.8% | $145,661+54.9% | $142,382+58.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.97% | 151.09%-136.1pp | 101.46%-86.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,424 | $4,899+10.7% | $4,238+28.0% | $4,299+26.2% |
| Participant deferral / active EE | $21,610 | $8,348+158.9% | $7,198+200.2% | $6,507+232.1% |
| Admin fee / account holder | $1,494 | $16,864-91.1% | $12,466-88.0% | $12,624-88.2% |