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 4-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 | $127,975 | $74,888+70.9% | $71,209+79.7% | $142,382-10.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.55% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,962 | $2,854+108.9% | $2,721+119.1% | $4,299+38.7% |
| Participant deferral / active EE | $12,877 | $4,454+189.1% | $4,175+208.4% | $6,507+97.9% |
| Admin fee / account holder | $2,108 | $5,568-62.1% | $5,349-60.6% | $12,624-83.3% |