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 5-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 | $80,951 | $158,398-48.9% | $126,539-36.0% | $142,382-43.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.66% | 593.76%-579.1pp | 425.95%-411.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,135 | $4,650+10.4% | $3,674+39.8% | $4,299+19.4% |
| Participant deferral / active EE | $11,533 | $4,767+141.9% | $4,083+182.5% | $6,507+77.2% |
| Admin fee / account holder | $6,096 | $6,918-11.9% | $6,065+0.5% | $12,624-51.7% |