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 | $199,773 | $101,724+96.4% | $164,813+21.2% | $80,856+147.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.41% | 16.72%+0.7pp | 69.93%-52.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $16,622 | $2,953+462.8% | $4,341+282.9% | $2,755+503.4% |
| Participant deferral / active EE | $12,194 | $4,477+172.3% | $6,031+102.2% | $4,296+183.9% |
| Admin fee / account holder | $13,091 | $8,227+59.1% | $12,690+3.2% | $6,918+89.2% |