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 | $190,395 | $107,334+77.4% | $92,893+105.0% | $152,861+24.6% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 25.44% | 145.58%-120.1pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,974 | $4,221-5.9% | $3,653+8.8% | $4,762-16.6% |
| Participant deferral / active EE | $10,151 | $4,845+109.5% | $4,236+139.6% | $5,850+73.5% |
| Admin fee / account holder | $832 | $7,079-88.3% | $5,794-85.6% | $11,596-92.8% |