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 4-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 | $146,819 | $100,852+45.6% | $90,404+62.4% | $158,922-7.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.49% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $8,079 | $3,689+119.0% | $3,262+147.7% | $4,761+69.7% |
| Participant deferral / active EE | $4,500 | $4,348+3.5% | $3,963+13.5% | $5,982-24.8% |
| Admin fee / account holder | $1,405 | $6,501-78.4% | $5,611-75.0% | $11,246-87.5% |