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 | $178,876 | $103,376+73.0% | $87,100+105.4% | $152,861+17.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.22% | 28.10%-1.9pp | 28.19%-2.0pp | 345.32%-319.1pp |
| Employer contribution / active EE | $4,199 | $3,220+30.4% | $2,521+66.5% | $4,762-11.8% |
| Participant deferral / active EE | $2,549 | $4,778-46.6% | $4,049-37.0% | $5,850-56.4% |
| Admin fee / account holder | $870 | $12,205-92.9% | $7,497-88.4% | $11,596-92.5% |