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 3-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 | $124,063 | $54,705+126.8% | $71,209+74.2% | $84,808+46.3% |
| Participation rate | 93.1% | 64.1%+29.0pp | 73.8%+19.4pp | 68.3%+24.8pp |
| Annual return | 51.11% | 35.90%+15.2pp | 282.51%-231.4pp | 40.90%+10.2pp |
| Employer contribution / active EE | $10,086 | $2,158+367.4% | $2,721+270.7% | $2,631+283.3% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,344 | $4,863+30.4% | $5,349+18.6% | $7,344-13.6% |