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 7-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 | $198,855 | $124,185+60.1% | $108,410+83.4% | $167,490+18.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.24% | 1379.64%-1360.4pp | 905.27%-886.0pp | 478.56%-459.3pp |
| Employer contribution / active EE | $3,334 | $4,187-20.4% | $3,558-6.3% | $4,837-31.1% |
| Participant deferral / active EE | $15,750 | $6,908+128.0% | $6,563+140.0% | $6,341+148.4% |
| Admin fee / account holder | $1,284 | $9,455-86.4% | $7,295-82.4% | $12,309-89.6% |