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 | $130,150 | $197,591-34.1% | $177,821-26.8% | $158,922-18.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 258.32% | 58.76%+199.6pp | 48.32%+210.0pp | 302.83%-44.5pp |
| Employer contribution / active EE | $3,327 | $6,697-50.3% | $5,918-43.8% | $4,761-30.1% |
| Participant deferral / active EE | $28,365 | $8,405+237.5% | $7,714+267.7% | $5,982+374.2% |
| Admin fee / account holder | $5,185 | $15,399-66.3% | $12,427-58.3% | $11,246-53.9% |