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 8-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 | $106,622 | $89,753+18.8% | $107,525-0.8% | $84,808+25.7% |
| Participation rate | 91.8% | 68.1%+23.7pp | 75.1%+16.7pp | 68.3%+23.4pp |
| Annual return | 79.65% | 29.48%+50.2pp | 181.32%-101.7pp | 40.90%+38.8pp |
| Employer contribution / active EE | $8,307 | $3,113+166.8% | $3,754+121.3% | $2,631+215.8% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,884 | $7,222-46.2% | $8,919-56.5% | $7,344-47.1% |