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 | $127,595 | $159,901-20.2% | $146,958-13.2% | $145,922-12.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.38% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $21,078 | $5,286+298.7% | $4,933+327.3% | $4,660+352.4% |
| Participant deferral / active EE | $14,395 | $8,428+70.8% | $8,070+78.4% | $6,688+115.2% |
| Admin fee / account holder | $15,881 | $15,044+5.6% | $12,998+22.2% | $13,397+18.5% |