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 6-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 | $126,055 | $210,648-40.2% | $177,989-29.2% | $145,922-13.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.42% | 385.86%-369.4pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $8,956 | $4,565+96.2% | $3,949+126.8% | $4,660+92.2% |
| Participant deferral / active EE | $19,420 | $6,958+179.1% | $6,276+209.4% | $6,688+190.4% |
| Admin fee / account holder | $4,805 | $12,013-60.0% | $10,363-53.6% | $13,397-64.1% |