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 | $115,561 | $156,846-26.3% | $121,098-4.6% | $139,434-17.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.39% | 1474.56%-1458.2pp | 985.75%-969.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $13,745 | $5,536+148.3% | $4,164+230.1% | $4,751+189.3% |
| Participant deferral / active EE | $13,736 | $4,844+183.5% | $4,080+236.7% | $6,710+104.7% |
| Admin fee / account holder | $1,457 | $6,946-79.0% | $5,644-74.2% | $11,403-87.2% |