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 | $99,737 | $183,963-45.8% | $162,163-38.5% | $152,861-34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.33% | 150.76%-125.4pp | 115.59%-90.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $14,932 | $6,371+134.4% | $5,614+166.0% | $4,762+213.5% |
| Participant deferral / active EE | $3,186 | $8,034-60.3% | $7,298-56.3% | $5,850-45.5% |
| Admin fee / account holder | $1,812 | $13,121-86.2% | $10,843-83.3% | $11,596-84.4% |