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 8-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 | $103,230 | $159,901-35.4% | $146,958-29.8% | $145,922-29.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.43% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $8,036 | $5,286+52.0% | $4,933+62.9% | $4,660+72.5% |
| Participant deferral / active EE | $21,256 | $8,428+152.2% | $8,070+163.4% | $6,688+217.8% |
| Admin fee / account holder | $1,812 | $15,044-88.0% | $12,998-86.1% | $13,397-86.5% |