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 7-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 | $66,172 | $209,411-68.4% | $178,490-62.9% | $158,922-58.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.43% | 188.75%-154.3pp | 151.07%-116.6pp | 302.83%-268.4pp |
| Employer contribution / active EE | $14,886 | $5,706+160.9% | $5,011+197.1% | $4,761+212.7% |
| Participant deferral / active EE | $21,667 | $5,954+263.9% | $5,202+316.5% | $5,982+262.2% |
| Admin fee / account holder | $453 | $17,074-97.3% | $13,984-96.8% | $11,246-96.0% |