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 | $129,365 | $209,411-38.2% | $178,490-27.5% | $158,922-18.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.62% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $11,087 | $5,706+94.3% | $5,011+121.3% | $4,761+132.9% |
| Participant deferral / active EE | $11,836 | $5,954+98.8% | $5,202+127.5% | $5,982+97.9% |
| Admin fee / account holder | $2,458 | $17,074-85.6% | $13,984-82.4% | $11,246-78.1% |