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 7-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 | $108,176 | $115,770-6.6% | $101,248+6.8% | $158,922-31.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 449.65% | 56.14%+393.5pp | 46.47%+403.2pp | 302.83%+146.8pp |
| Employer contribution / active EE | $15,616 | $4,175+274.1% | $3,660+326.7% | $4,761+228.0% |
| Participant deferral / active EE | $12,517 | $4,957+152.5% | $4,370+186.4% | $5,982+109.2% |
| Admin fee / account holder | $312 | $7,245-95.7% | $5,945-94.8% | $11,246-97.2% |