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 6-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 | $174,257 | $80,968+115.2% | $96,544+80.5% | $75,163+131.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 71.17% | 27.06%+44.1pp | 25.84%+45.3pp | 160.62%-89.5pp |
| Employer contribution / active EE | $10,184 | $2,282+346.3% | $2,965+243.5% | $2,670+281.5% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,421 | $6,724-78.9% | $8,252-82.8% | $5,651-74.9% |