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 | $108,136 | $210,648-48.7% | $177,989-39.2% | $145,922-25.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.79% | 385.86%-376.1pp | 294.48%-284.7pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,675 | $4,565-19.5% | $3,949-6.9% | $4,660-21.1% |
| Participant deferral / active EE | $16,324 | $6,958+134.6% | $6,276+160.1% | $6,688+144.1% |
| Admin fee / account holder | $1,062 | $12,013-91.2% | $10,363-89.7% | $13,397-92.1% |