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 9-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 | $190,961 | $109,327+74.7% | $89,391+113.6% | $158,922+20.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 24.89% | 345.68%-320.8pp | 245.62%-220.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $3,427 | $3,170+8.1% | $2,586+32.5% | $4,761-28.0% |
| Participant deferral / active EE | $15,194 | $4,598+230.4% | $3,890+290.6% | $5,982+154.0% |
| Admin fee / account holder | $585 | $6,153-90.5% | $4,881-88.0% | $11,246-94.8% |