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 | $141,675 | $158,398-10.6% | $126,539+12.0% | $142,382-0.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.17% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $25,565 | $4,650+449.8% | $3,674+595.8% | $4,299+494.7% |
| Participant deferral / active EE | $12,105 | $4,767+153.9% | $4,083+196.5% | $6,507+86.0% |
| Admin fee / account holder | $409 | $6,918-94.1% | $6,065-93.3% | $12,624-96.8% |