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 | $133,726 | $99,877+33.9% | $84,966+57.4% | $145,922-8.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.40% | 83.76%-66.4pp | 66.38%-49.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $35,579 | $3,231+1001.0% | $2,727+1204.6% | $4,660+663.6% |
| Participant deferral / active EE | $23,858 | $5,291+351.0% | $4,519+427.9% | $6,688+256.7% |
| Admin fee / account holder | $33,057 | $7,248+356.1% | $6,149+437.6% | $13,397+146.7% |