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 | $217,315 | $107,334+102.5% | $92,893+133.9% | $152,861+42.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.00% | 145.58%-119.6pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,240 | $4,221-70.6% | $3,653-66.0% | $4,762-74.0% |
| Participant deferral / active EE | $8,783 | $4,845+81.3% | $4,236+107.3% | $5,850+50.1% |
| Admin fee / account holder | $774 | $7,079-89.1% | $5,794-86.6% | $11,596-93.3% |