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 | $81,389 | $183,963-55.8% | $162,163-49.8% | $152,861-46.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.10% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $4,000 | $6,371-37.2% | $5,614-28.7% | $4,762-16.0% |
| Participant deferral / active EE | $3,451 | $8,034-57.0% | $7,298-52.7% | $5,850-41.0% |
| Admin fee / account holder | $6,200 | $13,121-52.8% | $10,843-42.8% | $11,596-46.5% |