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 | $85,192 | $201,272-57.7% | $184,203-53.8% | $145,922-41.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 47.32% | 29.00%+18.3pp | 28.81%+18.5pp | 561.29%-514.0pp |
| Employer contribution / active EE | $18,060 | $7,022+157.2% | $6,427+181.0% | $4,660+287.6% |
| Participant deferral / active EE | $9,596 | $9,806-2.1% | $9,131+5.1% | $6,688+43.5% |
| Admin fee / account holder | $1,813 | $16,364-88.9% | $13,901-87.0% | $13,397-86.5% |