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 | $109,778 | $209,411-47.6% | $178,490-38.5% | $158,922-30.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.22% | 188.75%-160.5pp | 151.07%-122.8pp | 302.83%-274.6pp |
| Employer contribution / active EE | $2,251 | $5,706-60.5% | $5,011-55.1% | $4,761-52.7% |
| Participant deferral / active EE | $5,954 | $5,9540% | $5,202+14.5% | $5,982-0.5% |
| Admin fee / account holder | $1,774 | $17,074-89.6% | $13,984-87.3% | $11,246-84.2% |