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 | $72,545 | $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 | 20.69% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $10,174 | $6,371+59.7% | $5,614+81.2% | $4,762+113.6% |
| Participant deferral / active EE | $10,473 | $8,034+30.4% | $7,298+43.5% | $5,850+79.0% |
| Admin fee / account holder | $2,693 | $13,121-79.5% | $10,843-75.2% | $11,596-76.8% |