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 10-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 | $133,895 | $201,272-33.5% | $184,203-27.3% | $145,922-8.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.89% | 29.00%-10.1pp | 28.81%-9.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $14,804 | $7,022+110.8% | $6,427+130.3% | $4,660+217.7% |
| Participant deferral / active EE | $19,284 | $9,806+96.7% | $9,131+111.2% | $6,688+188.4% |
| Admin fee / account holder | $1,299,534 | $16,364+7841.6% | $13,901+9248.6% | $13,397+9600.2% |