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 | $220,828 | $148,534+48.7% | $135,903+62.5% | $139,434+58.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.53% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $9,021 | $5,243+72.1% | $4,856+85.8% | $4,751+89.9% |
| Participant deferral / active EE | $22,500 | $8,100+177.8% | $7,758+190.0% | $6,710+235.3% |
| Admin fee / account holder | $1,367 | $12,400-89.0% | $10,762-87.3% | $11,403-88.0% |