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 9-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 | $188,232 | $110,502+70.3% | $80,716+133.2% | $167,490+12.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.74% | 120.54%-108.8pp | 87.28%-75.5pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,712 | $1,543+75.8% | $1,160+133.8% | $4,837-43.9% |
| Participant deferral / active EE | $17,729 | $2,871+517.6% | $2,146+726.3% | $6,341+179.6% |
| Admin fee / account holder | $1,335 | $4,545-70.6% | $3,380-60.5% | $12,309-89.2% |