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 | $76,347 | $152,587-50.0% | $125,175-39.0% | $152,861-50.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.25% | 54.84%-33.6pp | 43.79%-22.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $15,399 | $4,946+211.3% | $3,865+298.4% | $4,762+223.4% |
| Participant deferral / active EE | $12,543 | $5,868+113.8% | $4,937+154.1% | $5,850+114.4% |
| Admin fee / account holder | $835 | $13,434-93.8% | $9,702-91.4% | $11,596-92.8% |