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 5-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 | $207,201 | $93,571+121.4% | $135,903+52.5% | $75,163+175.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 64.51% | 30.90%+33.6pp | 68.23%-3.7pp | 160.62%-96.1pp |
| Employer contribution / active EE | $24,409 | $3,537+590.2% | $4,856+402.6% | $2,670+814.3% |
| Participant deferral / active EE | $16,551 | $6,404+158.4% | $7,758+113.3% | $4,125+301.2% |
| Admin fee / account holder | $525 | $6,975-92.5% | $10,762-95.1% | $5,651-90.7% |