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 | $115,649 | $185,822-37.8% | $169,993-32.0% | $139,434-17.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 186.94% | 60.50%+126.4pp | 53.37%+133.6pp | 372.94%-186.0pp |
| Employer contribution / active EE | $10,924 | $7,590+43.9% | $6,785+61.0% | $4,751+129.9% |
| Participant deferral / active EE | $10,955 | $11,622-5.7% | $10,408+5.3% | $6,710+63.3% |
| Admin fee / account holder | $563 | $15,381-96.3% | $12,815-95.6% | $11,403-95.1% |