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 9-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 | $56,520 | $138,065-59.1% | $123,544-54.3% | $135,375-58.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 18.18% | 153.68%-135.5pp | 119.20%-101.0pp | 519.73%-501.6pp |
| Employer contribution / active EE | $5,544 | $5,151+7.6% | $4,628+19.8% | $4,779+16.0% |
| Participant deferral / active EE | $13,362 | $6,799+96.5% | $6,426+108.0% | $5,609+138.2% |
| Admin fee / account holder | $642 | $10,916-94.1% | $9,284-93.1% | $10,827-94.1% |