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 6-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 | $104,436 | $159,901-34.7% | $146,958-28.9% | $145,922-28.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.29% | 98.13%-70.8pp | 418.34%-391.1pp | 561.29%-534.0pp |
| Employer contribution / active EE | $6,296 | $5,286+19.1% | $4,933+27.6% | $4,660+35.1% |
| Participant deferral / active EE | $17,749 | $8,428+110.6% | $8,070+119.9% | $6,688+165.4% |
| Admin fee / account holder | $730 | $15,044-95.1% | $12,998-94.4% | $13,397-94.5% |