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 8-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 | $122,615 | $226,064-45.8% | $182,532-32.8% | $152,861-19.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.10% | 192.51%-170.4pp | 148.54%-126.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $19,375 | $4,978+289.2% | $4,076+375.3% | $4,762+306.8% |
| Participant deferral / active EE | $22,561 | $6,368+254.3% | $5,524+308.4% | $5,850+285.6% |
| Admin fee / account holder | $564 | $10,703-94.7% | $8,592-93.4% | $11,596-95.1% |