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 | $205,393 | $74,888+174.3% | $71,209+188.4% | $142,382+44.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.34% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,602 | $2,854-43.9% | $2,721-41.1% | $4,299-62.7% |
| Participant deferral / active EE | $2,492 | $4,454-44.1% | $4,175-40.3% | $6,507-61.7% |
| Admin fee / account holder | $2,491 | $5,568-55.3% | $5,349-53.4% | $12,624-80.3% |