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 | $121,709 | $210,648-42.2% | $177,989-31.6% | $145,922-16.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.42% | 385.86%-373.4pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,087 | $4,565-32.4% | $3,949-21.8% | $4,660-33.7% |
| Participant deferral / active EE | $23,145 | $6,958+232.7% | $6,276+268.8% | $6,688+246.1% |
| Admin fee / account holder | $2,670 | $12,013-77.8% | $10,363-74.2% | $13,397-80.1% |