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 6-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 | $108,433 | $159,901-32.2% | $146,958-26.2% | $145,922-25.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.48% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $21,420 | $5,286+305.2% | $4,933+334.2% | $4,660+359.7% |
| Participant deferral / active EE | $15,245 | $8,428+80.9% | $8,070+88.9% | $6,688+128.0% |
| Admin fee / account holder | $4,452 | $15,044-70.4% | $12,998-65.8% | $13,397-66.8% |