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 6-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 | $100,565 | $158,398-36.5% | $126,539-20.5% | $142,382-29.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.00% | 593.76%-575.8pp | 425.95%-407.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,877 | $4,650+26.4% | $3,674+60.0% | $4,299+36.7% |
| Participant deferral / active EE | $11,764 | $4,767+146.8% | $4,083+188.2% | $6,507+80.8% |
| Admin fee / account holder | $585 | $6,918-91.5% | $6,065-90.4% | $12,624-95.4% |