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 | $143,550 | $56,357+154.7% | $104,294+37.6% | $68,494+109.6% |
| Participation rate | 91.7% | 63.3%+28.4pp | 73.3%+18.4pp | 67.9%+23.8pp |
| Annual return | 102.87% | -9.19%+112.1pp | 24.61%+78.3pp | -7.84%+110.7pp |
| Employer contribution / active EE | $6,154 | $1,960+214.0% | $3,372+82.5% | $2,596+137.0% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,527 | $4,903-28.0% | $7,339-51.9% | $5,403-34.7% |