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 | $72,250 | $183,963-60.7% | $162,163-55.4% | $152,861-52.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.24% | 150.76%-128.5pp | 115.59%-93.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $4,496 | $6,371-29.4% | $5,614-19.9% | $4,762-5.6% |
| Participant deferral / active EE | $3,529 | $8,034-56.1% | $7,298-51.6% | $5,850-39.7% |
| Admin fee / account holder | $1,847 | $13,121-85.9% | $10,843-83.0% | $11,596-84.1% |