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 | $195,965 | $159,901+22.6% | $146,958+33.3% | $145,922+34.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,578 | $5,286-32.3% | $4,933-27.5% | $4,660-23.2% |
| Participant deferral / active EE | $11,916 | $8,428+41.4% | $8,070+47.7% | $6,688+78.2% |
| Admin fee / account holder | $3,990 | $15,044-73.5% | $12,998-69.3% | $13,397-70.2% |