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 | $147,180 | $183,963-20.0% | $162,163-9.2% | $152,861-3.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 58.41% | 150.76%-92.4pp | 115.59%-57.2pp | 345.32%-286.9pp |
| Employer contribution / active EE | $12,887 | $6,371+102.3% | $5,614+129.6% | $4,762+170.6% |
| Participant deferral / active EE | $9,301 | $8,034+15.8% | $7,298+27.4% | $5,850+59.0% |
| Admin fee / account holder | $829 | $13,121-93.7% | $10,843-92.4% | $11,596-92.9% |