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 | $98,008 | $155,788-37.1% | $124,672-21.4% | $167,490-41.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.57% | 17.97%-0.4pp | 5142.93%-5125.4pp | 478.56%-461.0pp |
| Employer contribution / active EE | $13,676 | $4,163+228.5% | $3,324+311.5% | $4,837+182.7% |
| Participant deferral / active EE | $19,816 | $5,673+249.3% | $4,614+329.4% | $6,341+212.5% |
| Admin fee / account holder | $805 | $9,531-91.6% | $7,493-89.3% | $12,309-93.5% |