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 | $76,282 | $159,602-52.2% | $150,045-49.2% | $142,382-46.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.66% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,436 | $4,961+70.1% | $4,693+79.7% | $4,299+96.2% |
| Participant deferral / active EE | $14,148 | $8,310+70.2% | $7,997+76.9% | $6,507+117.4% |
| Admin fee / account holder | $10,110 | $14,846-31.9% | $13,435-24.7% | $12,624-19.9% |