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 | $109,900 | $100,773+9.1% | $88,946+23.6% | $142,382-22.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.94% | 70.18%-54.2pp | 57.82%-41.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $17,193 | $2,918+489.3% | $2,555+572.9% | $4,299+299.9% |
| Participant deferral / active EE | $11,262 | $5,230+115.3% | $4,581+145.8% | $6,507+73.1% |
| Admin fee / account holder | $901 | $9,693-90.7% | $8,261-89.1% | $12,624-92.9% |