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 | $125,923 | $209,411-39.9% | $178,490-29.5% | $158,922-20.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.62% | 188.75%-182.1pp | 151.07%-144.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,671 | $5,706-53.2% | $5,011-46.7% | $4,761-43.9% |
| Participant deferral / active EE | $11,654 | $5,954+95.7% | $5,202+124.1% | $5,982+94.8% |
| Admin fee / account holder | $36,688 | $17,074+114.9% | $13,984+162.4% | $11,246+226.2% |