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 | $109,992 | $217,402-49.4% | $185,823-40.8% | $167,490-34.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.15% | 148.36%-135.2pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,332 | $5,873-43.3% | $5,167-35.5% | $4,837-31.1% |
| Participant deferral / active EE | $13,763 | $6,356+116.5% | $5,568+147.2% | $6,341+117.0% |
| Admin fee / account holder | $676 | $19,811-96.6% | $16,237-95.8% | $12,309-94.5% |