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 9-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 | $138,569 | $185,822-25.4% | $169,993-18.5% | $139,434-0.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.84% | 60.50%-38.7pp | 53.37%-31.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $8,152 | $7,590+7.4% | $6,785+20.1% | $4,751+71.6% |
| Participant deferral / active EE | $17,122 | $11,622+47.3% | $10,408+64.5% | $6,710+155.2% |
| Admin fee / account holder | $13,781 | $15,381-10.4% | $12,815+7.5% | $11,403+20.9% |