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 3-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 | $98,657 | $158,398-37.7% | $126,539-22.0% | $142,382-30.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.04% | 593.76%-570.7pp | 425.95%-402.9pp | 217.08%-194.0pp |
| Employer contribution / active EE | $4,473 | $4,650-3.8% | $3,674+21.7% | $4,299+4.0% |
| Participant deferral / active EE | $16,345 | $4,767+242.9% | $4,083+300.3% | $6,507+151.2% |
| Admin fee / account holder | $14,688 | $6,918+112.3% | $6,065+142.2% | $12,624+16.3% |