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 | $83,016 | $93,571-11.3% | $135,903-38.9% | $75,163+10.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 58.70% | 30.90%+27.8pp | 68.23%-9.5pp | 160.62%-101.9pp |
| Employer contribution / active EE | $3,719 | $3,537+5.2% | $4,856-23.4% | $2,670+39.3% |
| Participant deferral / active EE | $8,270 | $6,404+29.1% | $7,758+6.6% | $4,125+100.5% |
| Admin fee / account holder | $2,269 | $6,975-67.5% | $10,762-78.9% | $5,651-59.8% |