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 8-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 | $123,000 | $159,901-23.1% | $146,958-16.3% | $145,922-15.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 22.73% | 98.13%-75.4pp | 418.34%-395.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $10,186 | $5,286+92.7% | $4,933+106.5% | $4,660+118.6% |
| Participant deferral / active EE | $6,230 | $8,428-26.1% | $8,070-22.8% | $6,688-6.8% |
| Admin fee / account holder | $917 | $15,044-93.9% | $12,998-92.9% | $13,397-93.2% |