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 | $156,842 | $226,064-30.6% | $182,532-14.1% | $152,861+2.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.12% | 192.51%-174.4pp | 148.54%-130.4pp | 345.32%-327.2pp |
| Employer contribution / active EE | $25,757 | $4,978+417.4% | $4,076+531.9% | $4,762+440.9% |
| Participant deferral / active EE | $9,500 | $6,368+49.2% | $5,524+72.0% | $5,850+62.4% |
| Admin fee / account holder | $1,768 | $10,703-83.5% | $8,592-79.4% | $11,596-84.8% |