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 10-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 | $115,969 | $124,185-6.6% | $108,410+7.0% | $167,490-30.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.62% | 1379.64%-1368.0pp | 905.27%-893.7pp | 478.56%-466.9pp |
| Employer contribution / active EE | $6,859 | $4,187+63.8% | $3,558+92.8% | $4,837+41.8% |
| Participant deferral / active EE | $22,626 | $6,908+227.5% | $6,563+244.8% | $6,341+256.8% |
| Admin fee / account holder | $10,197 | $9,455+7.9% | $7,295+39.8% | $12,309-17.2% |