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 | $195,287 | $88,751+120.0% | $81,812+138.7% | $145,922+33.8% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.3%+8.9pp | 80.3%+1.0pp |
| Annual return | 12.71% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $21,932 | $3,083+611.3% | $2,912+653.1% | $4,660+370.7% |
| Participant deferral / active EE | $9,374 | $4,643+101.9% | $4,319+117.1% | $6,688+40.2% |
| Admin fee / account holder | $4,177 | $8,415-50.4% | $7,386-43.5% | $13,397-68.8% |