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 | $111,457 | $159,901-30.3% | $146,958-24.2% | $145,922-23.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.45% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,836 | $5,286-8.5% | $4,933-2.0% | $4,660+3.8% |
| Participant deferral / active EE | $20,066 | $8,428+138.1% | $8,070+148.6% | $6,688+200.0% |
| Admin fee / account holder | $34,916 | $15,044+132.1% | $12,998+168.6% | $13,397+160.6% |