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 | $75,940 | $114,381-33.6% | $107,525-29.4% | $142,382-46.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 36.01% | 242.71%-206.7pp | 181.32%-145.3pp | 217.08%-181.1pp |
| Employer contribution / active EE | $16,697 | $4,015+315.9% | $3,754+344.8% | $4,299+288.4% |
| Participant deferral / active EE | $10,990 | $5,564+97.5% | $5,116+114.8% | $6,507+68.9% |
| Admin fee / account holder | $491 | $9,860-95.0% | $8,919-94.5% | $12,624-96.1% |