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 | $87,846 | $183,963-52.2% | $162,163-45.8% | $152,861-42.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.95% | 150.76%-122.8pp | 115.59%-87.6pp | 345.32%-317.4pp |
| Employer contribution / active EE | $15,109 | $6,371+137.2% | $5,614+169.1% | $4,762+217.3% |
| Participant deferral / active EE | $10,686 | $8,034+33.0% | $7,298+46.4% | $5,850+82.7% |
| Admin fee / account holder | $1,436 | $13,121-89.1% | $10,843-86.8% | $11,596-87.6% |