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 | $239,810 | $72,400+231.2% | $67,502+255.3% | $145,922+64.3% |
| Participation rate | 72.7% | 76.9%-4.1pp | 72.9%-0.1pp | 80.3%-7.5pp |
| Annual return | 11.71% | 7182.46%-7170.8pp | 3512.12%-3500.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,125 | $3,069-30.8% | $2,731-22.2% | $4,660-54.4% |
| Participant deferral / active EE | $9,181 | $4,783+92.0% | $4,000+129.5% | $6,688+37.3% |
| Admin fee / account holder | $29,885 | $5,539+439.6% | $3,998+647.6% | $13,397+123.1% |