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 | $187,362 | $159,901+17.2% | $146,958+27.5% | $145,922+28.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.21% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $5,119 | $5,286-3.2% | $4,933+3.8% | $4,660+9.9% |
| Participant deferral / active EE | $3,978 | $8,428-52.8% | $8,070-50.7% | $6,688-40.5% |
| Admin fee / account holder | $59,672 | $15,044+296.7% | $12,998+359.1% | $13,397+345.4% |