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 | $240,277 | $111,754+115.0% | $103,333+132.5% | $145,922+64.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.33% | 24.77%+5.6pp | 24.88%+5.5pp | 561.29%-531.0pp |
| Employer contribution / active EE | $2,427 | $4,212-42.4% | $3,868-37.3% | $4,660-47.9% |
| Participant deferral / active EE | $22,875 | $5,619+307.1% | $5,057+352.3% | $6,688+242.0% |
| Admin fee / account holder | $5,424 | $9,750-44.4% | $8,355-35.1% | $13,397-59.5% |