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 | $202,439 | $121,625+66.4% | $104,607+93.5% | $158,922+27.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.31% | 465.26%-453.9pp | 340.46%-329.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,264 | $3,163-28.4% | $2,681-15.5% | $4,761-52.5% |
| Participant deferral / active EE | $6,916 | $4,177+65.6% | $3,740+84.9% | $5,982+15.6% |
| Admin fee / account holder | $5,885 | $7,787-24.4% | $6,473-9.1% | $11,246-47.7% |