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 8-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 | $136,064 | $159,901-14.9% | $146,958-7.4% | $145,922-6.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.55% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,453 | $5,286-53.6% | $4,933-50.3% | $4,660-47.3% |
| Participant deferral / active EE | $7,587 | $8,428-10.0% | $8,070-6.0% | $6,688+13.5% |
| Admin fee / account holder | $1,145 | $15,044-92.4% | $12,998-91.2% | $13,397-91.5% |