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 9-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 | $104,297 | $209,411-50.2% | $178,490-41.6% | $158,922-34.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.45% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $22,847 | $5,706+300.4% | $5,011+356.0% | $4,761+379.9% |
| Participant deferral / active EE | $15,792 | $5,954+165.2% | $5,202+203.6% | $5,982+164.0% |
| Admin fee / account holder | $4,304 | $17,074-74.8% | $13,984-69.2% | $11,246-61.7% |