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 | $105,526 | $158,398-33.4% | $126,539-16.6% | $142,382-25.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.65% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,395 | $4,650+16.0% | $3,674+46.8% | $4,299+25.5% |
| Participant deferral / active EE | $7,205 | $4,767+51.2% | $4,083+76.5% | $6,507+10.7% |
| Admin fee / account holder | $1,001 | $6,918-85.5% | $6,065-83.5% | $12,624-92.1% |