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 | $72,551 | $183,963-60.6% | $162,163-55.3% | $152,861-52.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.95% | 150.76%-123.8pp | 115.59%-88.6pp | 345.32%-318.4pp |
| Employer contribution / active EE | $20,938 | $6,371+228.7% | $5,614+273.0% | $4,762+339.7% |
| Participant deferral / active EE | $13,550 | $8,034+68.7% | $7,298+85.7% | $5,850+131.6% |
| Admin fee / account holder | $665 | $13,121-94.9% | $10,843-93.9% | $11,596-94.3% |