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 | $144,587 | $210,648-31.4% | $177,989-18.8% | $145,922-0.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.63% | 385.86%-373.2pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,350 | $4,565-4.7% | $3,949+10.2% | $4,660-6.6% |
| Participant deferral / active EE | $12,388 | $6,958+78.0% | $6,276+97.4% | $6,688+85.2% |
| Admin fee / account holder | $703 | $12,013-94.1% | $10,363-93.2% | $13,397-94.8% |