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 | $142,314 | $158,398-10.2% | $126,539+12.5% | $142,3820% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.25% | 593.76%-580.5pp | 425.95%-412.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $19,833 | $4,650+326.5% | $3,674+439.8% | $4,299+361.3% |
| Participant deferral / active EE | $26,000 | $4,767+445.4% | $4,083+536.8% | $6,507+299.6% |
| Admin fee / account holder | $416 | $6,918-94.0% | $6,065-93.1% | $12,624-96.7% |