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 6-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 | $161,745 | $74,888+116.0% | $71,209+127.1% | $142,382+13.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.70% | 345.14%-324.4pp | 282.51%-261.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $22,155 | $2,854+676.2% | $2,721+714.2% | $4,299+415.3% |
| Participant deferral / active EE | $12,137 | $4,454+172.5% | $4,175+190.7% | $6,507+86.5% |
| Admin fee / account holder | $912 | $5,568-83.6% | $5,349-83.0% | $12,624-92.8% |