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 | $123,105 | $108,919+13.0% | $100,391+22.6% | $145,922-15.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.15% | 57.88%-36.7pp | 49.20%-28.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $17,264 | $4,419+290.7% | $3,942+338.0% | $4,660+270.5% |
| Participant deferral / active EE | $11,899 | $8,445+40.9% | $8,082+47.2% | $6,688+77.9% |
| Admin fee / account holder | $1,724 | $9,689-82.2% | $7,899-78.2% | $13,397-87.1% |