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 | $111,629 | $114,047-2.1% | $96,139+16.1% | $167,490-33.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.17% | 189.88%-175.7pp | 191.94%-177.8pp | 478.56%-464.4pp |
| Employer contribution / active EE | $4,984 | $3,427+45.4% | $2,797+78.2% | $4,837+3.0% |
| Participant deferral / active EE | $13,396 | $5,194+157.9% | $4,349+208.0% | $6,341+111.2% |
| Admin fee / account holder | $10,828 | $6,897+57.0% | $5,537+95.6% | $12,309-12.0% |