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 | $201,816 | $117,841+71.3% | $102,423+97.0% | $145,922+38.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.00% | 31.65%-16.7pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $26,826 | $3,615+642.1% | $3,023+787.3% | $4,660+475.7% |
| Participant deferral / active EE | $16,814 | $5,731+193.4% | $5,053+232.8% | $6,688+151.4% |
| Admin fee / account holder | $1,179 | $13,326-91.2% | $9,451-87.5% | $13,397-91.2% |