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 | $128,327 | $148,978-13.9% | $200,582-36.0% | $84,808+51.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 114.70% | 28.16%+86.5pp | 42.33%+72.4pp | 40.90%+73.8pp |
| Employer contribution / active EE | $5,943 | $4,815+23.4% | $6,419-7.4% | $2,631+125.9% |
| Participant deferral / active EE | $12,552 | $7,142+75.7% | $9,331+34.5% | $4,212+198.0% |
| Admin fee / account holder | $460 | $13,977-96.7% | $16,305-97.2% | $7,344-93.7% |