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 | $90,634 | $159,901-43.3% | $146,958-38.3% | $145,922-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $13,337 | $5,286+152.3% | $4,933+170.4% | $4,660+186.2% |
| Participant deferral / active EE | $33,867 | $8,428+301.8% | $8,070+319.7% | $6,688+406.4% |
| Admin fee / account holder | $16,738 | $15,044+11.3% | $12,998+28.8% | $13,397+24.9% |