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 | $69,389 | $148,534-53.3% | $135,903-48.9% | $139,434-50.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 75.50% | 79.19%-3.7pp | 68.23%+7.3pp | 372.94%-297.4pp |
| Employer contribution / active EE | $8,815 | $5,243+68.1% | $4,856+81.5% | $4,751+85.5% |
| Participant deferral / active EE | $8,204 | $8,100+1.3% | $7,758+5.7% | $6,710+22.3% |
| Admin fee / account holder | $15,425 | $12,400+24.4% | $10,762+43.3% | $11,403+35.3% |