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 | $153,521 | $104,907+46.3% | $84,611+81.4% | $152,861+0.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.92% | 373.79%-349.9pp | 258.74%-234.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,230 | $3,302-2.2% | $2,652+21.8% | $4,762-32.2% |
| Participant deferral / active EE | $13,450 | $4,688+186.9% | $3,899+245.0% | $5,850+129.9% |
| Admin fee / account holder | $944 | $6,241-84.9% | $4,912-80.8% | $11,596-91.9% |