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 5-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 | $119,975 | $70,606+69.9% | $53,898+122.6% | $142,382-15.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.75% | 619.81%-602.1pp | 528.60%-510.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,015 | $1,202+234.0% | $932+330.8% | $4,299-6.6% |
| Participant deferral / active EE | $13,038 | $2,364+451.6% | $1,826+613.9% | $6,507+100.4% |
| Admin fee / account holder | $2,005 | $2,852-29.7% | $2,491-19.5% | $12,624-84.1% |