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 | $131,759 | $157,256-16.2% | $141,162-6.7% | $152,861-13.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.11% | 64.32%-31.2pp | 71.39%-38.3pp | 345.32%-312.2pp |
| Employer contribution / active EE | $26,747 | $5,261+408.4% | $4,735+464.9% | $4,762+461.6% |
| Participant deferral / active EE | $15,280 | $7,109+114.9% | $6,709+127.7% | $5,850+161.2% |
| Admin fee / account holder | $324 | $12,120-97.3% | $10,261-96.8% | $11,596-97.2% |