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 6-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 | $146,228 | $74,888+95.3% | $71,209+105.4% | $142,382+2.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.65% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $17,261 | $2,854+504.7% | $2,721+534.4% | $4,299+301.5% |
| Participant deferral / active EE | $7,300 | $4,454+63.9% | $4,175+74.8% | $6,507+12.2% |
| Admin fee / account holder | $22,906 | $5,568+311.4% | $5,349+328.2% | $12,624+81.4% |