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 | $129,180 | $56,114+130.2% | $96,139+34.4% | $85,850+50.5% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 15.56% | 42.30%-26.7pp | 191.94%-176.4pp | 318.53%-303.0pp |
| Employer contribution / active EE | $4,596 | $1,620+183.8% | $2,797+64.3% | $2,565+79.2% |
| Participant deferral / active EE | $12,915 | $2,859+351.7% | $4,349+197.0% | $3,952+226.8% |
| Admin fee / account holder | $6,968 | $3,768+84.9% | $5,537+25.8% | $6,260+11.3% |