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 4-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 | $185,511 | $148,978+24.5% | $200,582-7.5% | $84,808+118.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.74% | 28.16%-6.4pp | 42.33%-20.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $27,803 | $4,815+477.4% | $6,419+333.1% | $2,631+956.8% |
| Participant deferral / active EE | $20,577 | $7,142+188.1% | $9,331+120.5% | $4,212+388.6% |
| Admin fee / account holder | $369 | $13,977-97.4% | $16,305-97.7% | $7,344-95.0% |