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 5-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 | $165,664 | $108,919+52.1% | $100,391+65.0% | $145,922+13.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 57.88%-42.2pp | 49.20%-33.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $10,753 | $4,419+143.3% | $3,942+172.8% | $4,660+130.8% |
| Participant deferral / active EE | $12,776 | $8,445+51.3% | $8,082+58.1% | $6,688+91.0% |
| Admin fee / account holder | $1,076 | $9,689-88.9% | $7,899-86.4% | $13,397-92.0% |