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 7-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 | $70,527 | $183,963-61.7% | $162,163-56.5% | $152,861-53.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 804.00% | 150.76%+653.2pp | 115.59%+688.4pp | 345.32%+458.7pp |
| Employer contribution / active EE | $3,017 | $6,371-52.6% | $5,614-46.3% | $4,762-36.6% |
| Participant deferral / active EE | $14,125 | $8,034+75.8% | $7,298+93.5% | $5,850+141.5% |
| Admin fee / account holder | $1,192 | $13,121-90.9% | $10,843-89.0% | $11,596-89.7% |