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 | $109,984 | $165,984-33.7% | $164,813-33.3% | $145,922-24.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.74% | 100.03%-81.3pp | 69.93%-51.2pp | 561.29%-542.5pp |
| Employer contribution / active EE | $8,062 | $5,273+52.9% | $4,341+85.7% | $4,660+73.0% |
| Participant deferral / active EE | $8,663 | $6,959+24.5% | $6,031+43.6% | $6,688+29.5% |
| Admin fee / account holder | $523 | $16,648-96.9% | $12,690-95.9% | $13,397-96.1% |