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 | $96,658 | $109,982-12.1% | $97,226-0.6% | $145,922-33.8% |
| Participation rate | 88.2% | 75.9%+12.3pp | 72.7%+15.5pp | 80.3%+8.0pp |
| Annual return | 15.06% | 242.90%-227.8pp | 75.13%-60.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $15,459 | $3,084+401.3% | $2,729+466.5% | $4,660+231.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,765 | $6,221-71.6% | $5,654-68.8% | $13,397-86.8% |