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 6-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 | $118,010 | $169,032-30.2% | $129,207-8.7% | $145,922-19.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.89% | 14330.11%-14315.2pp | 9417.33%-9402.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $15,000 | $5,537+170.9% | $4,153+261.2% | $4,660+221.9% |
| Participant deferral / active EE | $17,000 | $4,987+240.9% | $4,168+307.9% | $6,688+154.2% |
| Admin fee / account holder | $414 | $9,954-95.8% | $7,715-94.6% | $13,397-96.9% |