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 6-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 | $108,905 | $183,963-40.8% | $162,163-32.8% | $152,861-28.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.07% | 150.76%-133.7pp | 115.59%-98.5pp | 345.32%-328.2pp |
| Employer contribution / active EE | $3,253 | $6,371-48.9% | $5,614-42.1% | $4,762-31.7% |
| Participant deferral / active EE | $7,867 | $8,034-2.1% | $7,298+7.8% | $5,850+34.5% |
| Admin fee / account holder | $107,326 | $13,121+717.9% | $10,843+889.9% | $11,596+825.5% |