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 | $200,215 | $169,032+18.4% | $129,207+55.0% | $145,922+37.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.01% | 14330.11%-14316.1pp | 9417.33%-9403.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $6,143 | $5,537+10.9% | $4,153+47.9% | $4,660+31.8% |
| Participant deferral / active EE | $13,134 | $4,987+163.3% | $4,168+215.1% | $6,688+96.4% |
| Admin fee / account holder | $719 | $9,954-92.8% | $7,715-90.7% | $13,397-94.6% |