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 4-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 | $123,128 | $209,832-41.3% | $189,513-35.0% | $167,490-26.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.08% | 748.27%-730.2pp | 555.15%-537.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $4,906 | $6,914-29.0% | $6,162-20.4% | $4,837+1.4% |
| Participant deferral / active EE | $12,875 | $8,935+44.1% | $8,221+56.6% | $6,341+103.0% |
| Admin fee / account holder | $6,123 | $14,293-57.2% | $12,045-49.2% | $12,309-50.3% |