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 7-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 | $95,621 | $165,984-42.4% | $164,813-42.0% | $145,922-34.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.61% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $13,707 | $5,273+159.9% | $4,341+215.8% | $4,660+194.2% |
| Participant deferral / active EE | $4,624 | $6,959-33.6% | $6,031-23.3% | $6,688-30.9% |
| Admin fee / account holder | $925 | $16,648-94.4% | $12,690-92.7% | $13,397-93.1% |