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 10-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 | $83,179 | $159,901-48.0% | $146,958-43.4% | $145,922-43.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.63% | 98.13%-77.5pp | 418.34%-397.7pp | 561.29%-540.7pp |
| Employer contribution / active EE | $9,345 | $5,286+76.8% | $4,933+89.4% | $4,660+100.5% |
| Participant deferral / active EE | $25,265 | $8,428+199.8% | $8,070+213.1% | $6,688+277.8% |
| Admin fee / account holder | $52,438 | $15,044+248.6% | $12,998+303.4% | $13,397+291.4% |