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 | $131,629 | $148,534-11.4% | $135,903-3.1% | $139,434-5.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.66% | 79.19%-50.5pp | 68.23%-39.6pp | 372.94%-344.3pp |
| Employer contribution / active EE | $29,250 | $5,243+457.9% | $4,856+502.3% | $4,751+515.7% |
| Participant deferral / active EE | $18,315 | $8,100+126.1% | $7,758+136.1% | $6,710+172.9% |
| Admin fee / account holder | $344 | $12,400-97.2% | $10,762-96.8% | $11,403-97.0% |