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 | $145,893 | $210,648-30.7% | $177,989-18.0% | $145,9220% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.96% | 385.86%-376.9pp | 294.48%-285.5pp | 561.29%-552.3pp |
| Employer contribution / active EE | $51,000 | $4,565+1017.3% | $3,949+1191.6% | $4,660+994.5% |
| Participant deferral / active EE | $23,000 | $6,958+230.6% | $6,276+266.5% | $6,688+243.9% |
| Admin fee / account holder | $669 | $12,013-94.4% | $10,363-93.5% | $13,397-95.0% |