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 | $109,226 | $94,625+15.4% | $116,228-6.0% | $84,808+28.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.22% | 20.40%-4.2pp | 90.06%-73.8pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,160 | $2,347+34.7% | $2,994+5.5% | $2,631+20.1% |
| Participant deferral / active EE | $11,490 | $3,972+189.3% | $4,953+132.0% | $4,212+172.8% |
| Admin fee / account holder | $808 | $10,091-92.0% | $11,989-93.3% | $7,344-89.0% |