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 9-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 | $87,228 | $226,064-61.4% | $182,532-52.2% | $152,861-42.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 14.66% | 192.51%-177.8pp | 148.54%-133.9pp | 345.32%-330.7pp |
| Employer contribution / active EE | $14,779 | $4,978+196.8% | $4,076+262.6% | $4,762+210.3% |
| Participant deferral / active EE | $26,031 | $6,368+308.8% | $5,524+371.2% | $5,850+345.0% |
| Admin fee / account holder | $352,558 | $10,703+3194.0% | $8,592+4003.3% | $11,596+2940.2% |