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 | $129,723 | $108,919+19.1% | $100,391+29.2% | $145,922-11.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.80% | 57.88%-42.1pp | 49.20%-33.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,404 | $4,419-45.6% | $3,942-39.0% | $4,660-48.4% |
| Participant deferral / active EE | $5,002 | $8,445-40.8% | $8,082-38.1% | $6,688-25.2% |
| Admin fee / account holder | $2,414 | $9,689-75.1% | $7,899-69.4% | $13,397-82.0% |