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 | $127,783 | $159,901-20.1% | $146,958-13.0% | $145,922-12.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,327 | $5,286-37.1% | $4,933-32.5% | $4,660-28.6% |
| Participant deferral / active EE | $12,242 | $8,428+45.2% | $8,070+51.7% | $6,688+83.0% |
| Admin fee / account holder | $1,321 | $15,044-91.2% | $12,998-89.8% | $13,397-90.1% |