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 | $108,960 | $183,519-40.6% | $155,509-29.9% | $145,922-25.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.66% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $9,842 | $5,313+85.2% | $4,672+110.6% | $4,660+111.2% |
| Participant deferral / active EE | $7,365 | $6,462+14.0% | $5,626+30.9% | $6,688+10.1% |
| Admin fee / account holder | $757 | $19,313-96.1% | $15,912-95.2% | $13,397-94.3% |