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 5-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 | $120,860 | $159,901-24.4% | $146,958-17.8% | $145,922-17.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.99% | 98.13%-86.1pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $7,988 | $5,286+51.1% | $4,933+61.9% | $4,660+71.4% |
| Participant deferral / active EE | $25,124 | $8,428+198.1% | $8,070+211.3% | $6,688+275.7% |
| Admin fee / account holder | $254,875 | $15,044+1594.2% | $12,998+1860.9% | $13,397+1802.5% |