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 9-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 | $53,660 | $159,901-66.4% | $146,958-63.5% | $145,922-63.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.59% | 98.13%-76.5pp | 418.34%-396.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $4,852 | $5,286-8.2% | $4,933-1.6% | $4,660+4.1% |
| Participant deferral / active EE | $9,783 | $8,428+16.1% | $8,070+21.2% | $6,688+46.3% |
| Admin fee / account holder | $4,272 | $15,044-71.6% | $12,998-67.1% | $13,397-68.1% |