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 4-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 | $45,610 | $138,044-67.0% | $125,339-63.6% | $134,475-66.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 275.09% | 750.33%-475.2pp | 572.05%-297.0pp | 417.96%-142.9pp |
| Employer contribution / active EE | $1,779 | $5,243-66.1% | $4,814-63.0% | $4,740-62.5% |
| Participant deferral / active EE | $7,150 | $7,799-8.3% | $7,446-4.0% | $6,400+11.7% |
| Admin fee / account holder | $128,488 | $11,571+1010.4% | $10,010+1183.7% | $11,426+1024.5% |