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 8-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 | $127,975 | $209,832-39.0% | $189,513-32.5% | $167,490-23.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.08% | 748.27%-722.2pp | 555.15%-529.1pp | 478.56%-452.5pp |
| Employer contribution / active EE | $4,688 | $6,914-32.2% | $6,162-23.9% | $4,837-3.1% |
| Participant deferral / active EE | $18,868 | $8,935+111.2% | $8,221+129.5% | $6,341+197.5% |
| Admin fee / account holder | $1,531 | $14,293-89.3% | $12,045-87.3% | $12,309-87.6% |