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 | $220,853 | $101,317+118.0% | $146,958+50.3% | $74,495+196.5% |
| Participation rate | 72.4% | 75.5%-3.1pp | 82.2%-9.7pp | 67.2%+5.2pp |
| Annual return | 22.86% | 8730.91%-8708.1pp | 418.34%-395.5pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $2,722 | $3,810-28.6% | $4,933-44.8% | $2,623+3.8% |
| Participant deferral / active EE | $8,062 | $7,303+10.4% | $8,070-0.1% | $4,346+85.5% |
| Admin fee / account holder | $43,722 | $1,739+2414.4% | $12,998+236.4% | $1,942+2151.7% |