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 | $53,755 | $209,832-74.4% | $189,513-71.6% | $167,490-67.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.80% | 748.27%-723.5pp | 555.15%-530.3pp | 478.56%-453.8pp |
| Employer contribution / active EE | $19,599 | $6,914+183.5% | $6,162+218.1% | $4,837+305.1% |
| Participant deferral / active EE | $12,562 | $8,935+40.6% | $8,221+52.8% | $6,341+98.1% |
| Admin fee / account holder | $9,057 | $14,293-36.6% | $12,045-24.8% | $12,309-26.4% |