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 6-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 | $77,203 | $109,982-29.8% | $97,226-20.6% | $145,922-47.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.26% | 242.90%-228.6pp | 75.13%-60.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $15,973 | $3,084+418.0% | $2,729+485.3% | $4,660+242.8% |
| Participant deferral / active EE | $10,458 | $4,676+123.6% | $4,264+145.3% | $6,688+56.4% |
| Admin fee / account holder | $1,179 | $6,221-81.0% | $5,654-79.1% | $13,397-91.2% |