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 | $102,416 | $150,187-31.8% | $120,354-14.9% | $145,922-29.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.28% | 154.07%-137.8pp | 107.15%-90.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $6,679 | $4,348+53.6% | $3,463+92.9% | $4,660+43.3% |
| Participant deferral / active EE | $6,402 | $6,173+3.7% | $4,991+28.3% | $6,688-4.3% |
| Admin fee / account holder | $565 | $12,207-95.4% | $9,423-94.0% | $13,397-95.8% |