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 4-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 | $134,517 | $64,839+107.5% | $95,585+40.7% | $84,808+58.6% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.1%+24.4pp | 68.3%+28.1pp |
| Annual return | 30.16% | -670.96%+701.1pp | 38.56%-8.4pp | 40.90%-10.7pp |
| Employer contribution / active EE | $15,817 | $1,759+799.3% | $2,527+526.0% | $2,631+501.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $16,033 | $5,964+168.8% | $6,127+161.7% | $7,344+118.3% |