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 | $95,470 | $167,484-43.0% | $151,611-37.0% | $134,475-29.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 56.27% | 7.80%+48.5pp | 3.33%+52.9pp | 417.96%-361.7pp |
| Employer contribution / active EE | $8,607 | $6,829+26.0% | $6,166+39.6% | $4,740+81.6% |
| Participant deferral / active EE | $12,513 | $8,986+39.3% | $8,363+49.6% | $6,400+95.5% |
| Admin fee / account holder | $566 | $13,783-95.9% | $11,616-95.1% | $11,426-95.0% |