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 | $137,725 | $105,181+30.9% | $159,436-13.6% | $85,850+60.4% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 33.44% | 45.07%-11.6pp | 263.57%-230.1pp | 318.53%-285.1pp |
| Employer contribution / active EE | $35,256 | $3,318+962.5% | $4,829+630.0% | $2,565+1274.5% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,685 | $6,933+111.8% | $10,799+36.0% | $6,260+134.6% |