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 7-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 | $109,577 | $185,822-41.0% | $169,993-35.5% | $139,434-21.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 154.96% | 60.50%+94.5pp | 53.37%+101.6pp | 372.94%-218.0pp |
| Employer contribution / active EE | $3,052 | $7,590-59.8% | $6,785-55.0% | $4,751-35.8% |
| Participant deferral / active EE | $16,849 | $11,622+45.0% | $10,408+61.9% | $6,710+151.1% |
| Admin fee / account holder | $13,138 | $15,381-14.6% | $12,815+2.5% | $11,403+15.2% |