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 | $150,273 | $133,922+12.2% | $116,228+29.3% | $142,382+5.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.62% | 147.76%-125.1pp | 90.06%-67.4pp | 217.08%-194.5pp |
| Employer contribution / active EE | $15,541 | $3,446+351.0% | $2,994+419.0% | $4,299+261.5% |
| Participant deferral / active EE | $15,541 | $5,672+174.0% | $4,953+213.8% | $6,507+138.8% |
| Admin fee / account holder | $1,215 | $14,945-91.9% | $11,989-89.9% | $12,624-90.4% |