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 | $88,353 | $159,901-44.7% | $146,958-39.9% | $145,922-39.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.14% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $5,473 | $5,286+3.5% | $4,933+10.9% | $4,660+17.5% |
| Participant deferral / active EE | $13,102 | $8,428+55.4% | $8,070+62.4% | $6,688+95.9% |
| Admin fee / account holder | $49,575 | $15,044+229.5% | $12,998+281.4% | $13,397+270.0% |