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 | $156,523 | $96,635+62.0% | $86,612+80.7% | $139,434+12.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.72% | 106.41%-88.7pp | 591.07%-573.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,665 | $3,263+43.0% | $3,022+54.3% | $4,751-1.8% |
| Participant deferral / active EE | $7,754 | $4,836+60.3% | $4,438+74.7% | $6,710+15.6% |
| Admin fee / account holder | $1,112 | $6,408-82.6% | $5,614-80.2% | $11,403-90.2% |