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 6-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 | $179,060 | $126,574+41.5% | $106,213+68.6% | $145,922+22.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.38% | 224.79%-210.4pp | 116.14%-101.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,573 | $3,730-4.2% | $3,171+12.6% | $4,660-23.3% |
| Participant deferral / active EE | $14,045 | $5,724+145.4% | $5,016+180.0% | $6,688+110.0% |
| Admin fee / account holder | $302 | $17,304-98.3% | $11,033-97.3% | $13,397-97.7% |