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 8-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 | $210,706 | $89,753+134.8% | $107,525+96.0% | $84,808+148.5% |
| Participation rate | 91.9% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.6pp |
| Annual return | 16.24% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $26,980 | $3,113+766.6% | $3,754+618.8% | $2,631+925.5% |
| Participant deferral / active EE | $12,385 | $4,056+205.3% | $5,116+142.1% | $4,212+194.1% |
| Admin fee / account holder | $4,076 | $7,222-43.6% | $8,919-54.3% | $7,344-44.5% |