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 | $188,465 | $150,187+25.5% | $120,354+56.6% | $145,922+29.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.40% | 154.07%-144.7pp | 107.15%-97.7pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,660 | $4,348-38.8% | $3,463-23.2% | $4,660-42.9% |
| Participant deferral / active EE | $7,006 | $6,173+13.5% | $4,991+40.4% | $6,688+4.8% |
| Admin fee / account holder | $858 | $12,207-93.0% | $9,423-90.9% | $13,397-93.6% |