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 | $124,383 | $209,411-40.6% | $178,490-30.3% | $158,922-21.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.75% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $12,029 | $5,706+110.8% | $5,011+140.1% | $4,761+152.7% |
| Participant deferral / active EE | $8,123 | $5,954+36.4% | $5,202+56.2% | $5,982+35.8% |
| Admin fee / account holder | $1,051 | $17,074-93.8% | $13,984-92.5% | $11,246-90.7% |