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 3-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 | $72,498 | $183,519-60.5% | $155,509-53.4% | $145,922-50.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 76.12% | 61.17%+15.0pp | 64.67%+11.5pp | 561.29%-485.2pp |
| Employer contribution / active EE | $11,715 | $5,313+120.5% | $4,672+150.7% | $4,660+151.4% |
| Participant deferral / active EE | $10,152 | $6,462+57.1% | $5,626+80.4% | $6,688+51.8% |
| Admin fee / account holder | $578 | $19,313-97.0% | $15,912-96.4% | $13,397-95.7% |