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 | $169,462 | $74,888+126.3% | $71,209+138.0% | $142,382+19.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.75% | 345.14%-322.4pp | 282.51%-259.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $18,004 | $2,854+530.8% | $2,721+561.7% | $4,299+318.8% |
| Participant deferral / active EE | $9,575 | $4,454+115.0% | $4,175+129.3% | $6,507+47.1% |
| Admin fee / account holder | $12,277 | $5,568+120.5% | $5,349+129.5% | $12,624-2.7% |