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 | $127,896 | $108,919+17.4% | $100,391+27.4% | $145,922-12.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.07% | 57.88%-37.8pp | 49.20%-29.1pp | 561.29%-541.2pp |
| Employer contribution / active EE | $21,019 | $4,419+375.6% | $3,942+433.2% | $4,660+351.1% |
| Participant deferral / active EE | $11,570 | $8,445+37.0% | $8,082+43.2% | $6,688+73.0% |
| Admin fee / account holder | $720 | $9,689-92.6% | $7,899-90.9% | $13,397-94.6% |