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 5-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 | $113,531 | $158,398-28.3% | $126,539-10.3% | $142,382-20.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.56% | 593.76%-573.2pp | 425.95%-405.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,398 | $4,650-26.9% | $3,674-7.5% | $4,299-21.0% |
| Participant deferral / active EE | $18,826 | $4,767+294.9% | $4,083+361.1% | $6,507+189.3% |
| Admin fee / account holder | $710 | $6,918-89.7% | $6,065-88.3% | $12,624-94.4% |