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 5-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 | $196,066 | $74,888+161.8% | $71,209+175.3% | $142,382+37.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.48% | 345.14%-328.7pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,786 | $2,854-37.4% | $2,721-34.4% | $4,299-58.5% |
| Participant deferral / active EE | $15,333 | $4,454+244.2% | $4,175+267.3% | $6,507+135.6% |
| Admin fee / account holder | $898 | $5,568-83.9% | $5,349-83.2% | $12,624-92.9% |