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 | $143,207 | $159,901-10.4% | $146,958-2.6% | $145,922-1.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,377 | $5,286-36.1% | $4,933-31.5% | $4,660-27.5% |
| Participant deferral / active EE | $8,789 | $8,428+4.3% | $8,070+8.9% | $6,688+31.4% |
| Admin fee / account holder | $49,899 | $15,044+231.7% | $12,998+283.9% | $13,397+272.5% |