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 | $129,581 | $99,877+29.7% | $84,966+52.5% | $145,922-11.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.77% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $12,186 | $3,231+277.1% | $2,727+346.9% | $4,660+161.5% |
| Participant deferral / active EE | $20,057 | $5,291+279.1% | $4,519+343.8% | $6,688+199.9% |
| Admin fee / account holder | $1,788 | $7,248-75.3% | $6,149-70.9% | $13,397-86.7% |