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 10-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 | $114,447 | $133,922-14.5% | $116,228-1.5% | $142,382-19.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.79% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,736 | $3,446+37.5% | $2,994+58.2% | $4,299+10.2% |
| Participant deferral / active EE | $7,387 | $5,672+30.2% | $4,953+49.1% | $6,507+13.5% |
| Admin fee / account holder | $520 | $14,945-96.5% | $11,989-95.7% | $12,624-95.9% |