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 4-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 | $126,259 | $100,773+25.3% | $88,946+42.0% | $142,382-11.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.65% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,346 | $2,918-19.6% | $2,555-8.2% | $4,299-45.4% |
| Participant deferral / active EE | $22,760 | $5,230+335.2% | $4,581+396.8% | $6,507+249.8% |
| Admin fee / account holder | $693 | $9,693-92.9% | $8,261-91.6% | $12,624-94.5% |