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 | $79,241 | $57,281+38.3% | $86,612-8.5% | $75,163+5.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.09% | 2670.75%-2654.7pp | 591.07%-575.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $4,538 | $2,314+96.1% | $3,022+50.1% | $2,670+70.0% |
| Participant deferral / active EE | $4,453 | $3,318+34.2% | $4,438+0.4% | $4,125+8.0% |
| Admin fee / account holder | $415 | $4,112-89.9% | $5,614-92.6% | $5,651-92.7% |