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 | $64,838 | $183,963-64.8% | $162,163-60.0% | $152,861-57.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.10% | 150.76%-116.7pp | 115.59%-81.5pp | 345.32%-311.2pp |
| Employer contribution / active EE | $3,350 | $6,371-47.4% | $5,614-40.3% | $4,762-29.6% |
| Participant deferral / active EE | $9,960 | $8,034+24.0% | $7,298+36.5% | $5,850+70.3% |
| Admin fee / account holder | $1,990 | $13,121-84.8% | $10,843-81.6% | $11,596-82.8% |