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 10-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 | $95,956 | $183,963-47.8% | $162,163-40.8% | $152,861-37.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.11% | 150.76%-124.7pp | 115.59%-89.5pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,597 | $6,371-74.9% | $5,614-71.5% | $4,762-66.5% |
| Participant deferral / active EE | $11,650 | $8,034+45.0% | $7,298+59.6% | $5,850+99.1% |
| Admin fee / account holder | $512 | $13,121-96.1% | $10,843-95.3% | $11,596-95.6% |