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 6-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 | $209,349 | $165,335+26.6% | $149,696+39.8% | $158,922+31.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.30% | 348.15%-330.8pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $11,273 | $5,103+120.9% | $4,644+142.7% | $4,761+136.8% |
| Participant deferral / active EE | $18,200 | $7,181+153.4% | $6,842+166.0% | $5,982+204.2% |
| Admin fee / account holder | $1,582 | $10,807-85.4% | $9,309-83.0% | $11,246-85.9% |