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 | $73,683 | $114,381-35.6% | $107,525-31.5% | $142,382-48.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 85.39% | 242.71%-157.3pp | 181.32%-95.9pp | 217.08%-131.7pp |
| Employer contribution / active EE | $3,307 | $4,015-17.6% | $3,754-11.9% | $4,299-23.1% |
| Participant deferral / active EE | $11,135 | $5,564+100.1% | $5,116+117.7% | $6,507+71.1% |
| Admin fee / account holder | $2,897 | $9,860-70.6% | $8,919-67.5% | $12,624-77.1% |