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 9-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 | $79,708 | $159,901-50.2% | $146,958-45.8% | $145,922-45.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.31% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-543.0pp |
| Employer contribution / active EE | $5,731 | $5,286+8.4% | $4,933+16.2% | $4,660+23.0% |
| Participant deferral / active EE | $24,234 | $8,428+187.5% | $8,070+200.3% | $6,688+262.4% |
| Admin fee / account holder | $13,899 | $15,044-7.6% | $12,998+6.9% | $13,397+3.7% |