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 6-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 | $110,959 | $159,901-30.6% | $146,958-24.5% | $145,922-24.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 74.30% | 98.13%-23.8pp | 418.34%-344.0pp | 561.29%-487.0pp |
| Employer contribution / active EE | $2,891 | $5,286-45.3% | $4,933-41.4% | $4,660-38.0% |
| Participant deferral / active EE | $11,659 | $8,428+38.3% | $8,070+44.5% | $6,688+74.3% |
| Admin fee / account holder | $1,359 | $15,044-91.0% | $12,998-89.5% | $13,397-89.9% |