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 | $80,078 | $209,411-61.8% | $178,490-55.1% | $158,922-49.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 107.14% | 188.75%-81.6pp | 151.07%-43.9pp | 302.83%-195.7pp |
| Employer contribution / active EE | $9,958 | $5,706+74.5% | $5,011+98.7% | $4,761+109.2% |
| Participant deferral / active EE | $6,251 | $5,954+5.0% | $5,202+20.2% | $5,982+4.5% |
| Admin fee / account holder | $964 | $17,074-94.4% | $13,984-93.1% | $11,246-91.4% |