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 9-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 | $65,819 | $159,602-58.8% | $150,045-56.1% | $142,382-53.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 100.05% | 70.24%+29.8pp | 62.55%+37.5pp | 217.08%-117.0pp |
| Employer contribution / active EE | $5,317 | $4,961+7.2% | $4,693+13.3% | $4,299+23.7% |
| Participant deferral / active EE | $8,425 | $8,310+1.4% | $7,997+5.4% | $6,507+29.5% |
| Admin fee / account holder | $2,569 | $14,846-82.7% | $13,435-80.9% | $12,624-79.6% |