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 10-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 | $194,763 | $97,757+99.2% | $83,848+132.3% | $135,375+43.9% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | 14.92% | 1287.37%-1272.5pp | 850.88%-836.0pp | 519.73%-504.8pp |
| Employer contribution / active EE | $2,293 | $4,222-45.7% | $3,631-36.8% | $4,779-52.0% |
| Participant deferral / active EE | $4,731 | $4,682+1.0% | $4,082+15.9% | $5,609-15.6% |
| Admin fee / account holder | $38,687 | $6,674+479.7% | $5,478+606.2% | $10,827+257.3% |