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 | $226,256 | $109,982+105.7% | $97,226+132.7% | $145,922+55.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.78% | 242.90%-233.1pp | 75.13%-65.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,750 | $3,084+21.6% | $2,729+37.4% | $4,660-19.5% |
| Participant deferral / active EE | $3,813 | $4,676-18.5% | $4,264-10.6% | $6,688-43.0% |
| Admin fee / account holder | $493 | $6,221-92.1% | $5,654-91.3% | $13,397-96.3% |