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 8-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 | $238,399 | $126,574+88.3% | $106,213+124.5% | $145,922+63.4% |
| Participation rate | 95.2% | 77.6%+17.6pp | 75.3%+20.0pp | 80.3%+15.0pp |
| Annual return | 9.08% | 224.79%-215.7pp | 116.14%-107.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $6,079 | $3,730+63.0% | $3,171+91.7% | $4,660+30.5% |
| Participant deferral / active EE | $2,465 | $5,724-56.9% | $5,016-50.9% | $6,688-63.1% |
| Admin fee / account holder | $1,336 | $17,304-92.3% | $11,033-87.9% | $13,397-90.0% |