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 6-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 | $237,471 | $133,922+77.3% | $116,228+104.3% | $142,382+66.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.99% | 147.76%-135.8pp | 90.06%-78.1pp | 217.08%-205.1pp |
| Employer contribution / active EE | $17,034 | $3,446+394.4% | $2,994+468.9% | $4,299+296.2% |
| Participant deferral / active EE | $39,620 | $5,672+598.5% | $4,953+699.9% | $6,507+508.9% |
| Admin fee / account holder | $1,434,278 | $14,945+9497.2% | $11,989+11863.2% | $12,624+11261.8% |