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 | $185,900 | $99,640+86.6% | $86,436+115.1% | $134,475+38.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.77% | 6782.58%-6779.8pp | 4394.89%-4392.1pp | 417.96%-415.2pp |
| Employer contribution / active EE | $14,773 | $4,400+235.7% | $3,769+292.0% | $4,740+211.7% |
| Participant deferral / active EE | $24,624 | $7,246+239.8% | $6,952+254.2% | $6,400+284.8% |
| Admin fee / account holder | $1,540 | $8,371-81.6% | $6,731-77.1% | $11,426-86.5% |