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 3-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 | $78,066 | $177,572-56.0% | $154,803-49.6% | $142,382-45.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 156.40% | 65.07%+91.3pp | 58.88%+97.5pp | 217.08%-60.7pp |
| Employer contribution / active EE | $5,952 | $4,810+23.7% | $4,305+38.2% | $4,299+38.4% |
| Participant deferral / active EE | $15,697 | $6,272+150.3% | $5,540+183.3% | $6,507+141.2% |
| Admin fee / account holder | $5,536 | $16,786-67.0% | $14,329-61.4% | $12,624-56.1% |