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 | $169,530 | $159,901+6.0% | $146,958+15.4% | $145,922+16.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.53% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $21,993 | $5,286+316.0% | $4,933+345.8% | $4,660+372.0% |
| Participant deferral / active EE | $21,084 | $8,428+150.2% | $8,070+161.3% | $6,688+215.3% |
| Admin fee / account holder | $1,030 | $15,044-93.2% | $12,998-92.1% | $13,397-92.3% |