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 10-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 | $200,960 | $121,625+65.2% | $104,607+92.1% | $158,922+26.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.69% | 465.26%-453.6pp | 340.46%-328.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $764 | $3,163-75.9% | $2,681-71.5% | $4,761-84.0% |
| Participant deferral / active EE | $3,999 | $4,177-4.3% | $3,740+6.9% | $5,982-33.2% |
| Admin fee / account holder | $3,049 | $7,787-60.8% | $6,473-52.9% | $11,246-72.9% |