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 8-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 | $126,060 | $84,696+48.8% | $75,696+66.5% | $167,490-24.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.31% | 199.36%-183.1pp | 104.53%-88.2pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,726 | $3,230-15.6% | $2,743-0.6% | $4,837-43.7% |
| Participant deferral / active EE | $2,726 | $4,580-40.5% | $3,821-28.7% | $6,341-57.0% |
| Admin fee / account holder | $1,584 | $5,355-70.4% | $3,619-56.2% | $12,309-87.1% |