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 | $121,105 | $100,773+20.2% | $88,946+36.2% | $142,382-14.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.26% | 70.18%-52.9pp | 57.82%-40.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,635 | $2,918+24.6% | $2,555+42.3% | $4,299-15.4% |
| Participant deferral / active EE | $13,072 | $5,230+149.9% | $4,581+185.3% | $6,507+100.9% |
| Admin fee / account holder | $32,136 | $9,693+231.5% | $8,261+289.0% | $12,624+154.6% |