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 | $161,097 | $209,832-23.2% | $189,513-15.0% | $167,490-3.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.57% | 748.27%-734.7pp | 555.15%-541.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $14,635 | $6,914+111.7% | $6,162+137.5% | $4,837+202.5% |
| Participant deferral / active EE | $13,591 | $8,935+52.1% | $8,221+65.3% | $6,341+114.3% |
| Admin fee / account holder | $1,486 | $14,293-89.6% | $12,045-87.7% | $12,309-87.9% |