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 | $190,631 | $158,398+20.3% | $126,539+50.7% | $142,382+33.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.78% | 593.76%-581.0pp | 425.95%-413.2pp | 217.08%-204.3pp |
| Employer contribution / active EE | $21,116 | $4,650+354.1% | $3,674+474.7% | $4,299+391.2% |
| Participant deferral / active EE | $15,500 | $4,767+225.2% | $4,083+279.7% | $6,507+138.2% |
| Admin fee / account holder | $2,089 | $6,918-69.8% | $6,065-65.6% | $12,624-83.5% |