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 | $112,702 | $159,901-29.5% | $146,958-23.3% | $145,922-22.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.99% | 98.13%-76.1pp | 418.34%-396.3pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,883 | $5,286-45.5% | $4,933-41.5% | $4,660-38.1% |
| Participant deferral / active EE | $6,225 | $8,428-26.1% | $8,070-22.9% | $6,688-6.9% |
| Admin fee / account holder | $740 | $15,044-95.1% | $12,998-94.3% | $13,397-94.5% |