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 | $240,314 | $94,338+154.7% | $100,534+139.0% | $142,382+68.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 13.73% | 29.20%-15.5pp | 32.66%-18.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $21,511 | $4,237+407.7% | $4,346+394.9% | $4,299+400.4% |
| Participant deferral / active EE | $8,739 | $5,934+47.3% | $6,144+42.2% | $6,507+34.3% |
| Admin fee / account holder | $3,799 | $8,421-54.9% | $7,654-50.4% | $12,624-69.9% |