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 | $131,692 | $53,822+144.7% | $75,696+74.0% | $85,850+53.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 31.16% | 24.54%+6.6pp | 104.53%-73.4pp | 318.53%-287.4pp |
| Employer contribution / active EE | $8,238 | $2,017+308.5% | $2,743+200.4% | $2,565+221.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $28,175 | $3,343+742.9% | $3,619+678.5% | $6,260+350.1% |