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 9-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 | $123,765 | $123,909-0.1% | $69,647+77.7% | $145,922-15.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 8.99% | 190.55%-181.6pp | 100.48%-91.5pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,167 | $2,682-19.2% | $1,712+26.6% | $4,660-53.5% |
| Participant deferral / active EE | $15,533 | $4,236+266.7% | $2,886+438.2% | $6,688+132.3% |
| Admin fee / account holder | $21,089 | $7,863+168.2% | $4,713+347.5% | $13,397+57.4% |