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 | $145,518 | $159,901-9.0% | $146,958-1.0% | $145,922-0.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.89% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $29,971 | $5,286+467.0% | $4,933+507.6% | $4,660+543.2% |
| Participant deferral / active EE | $20,835 | $8,428+147.2% | $8,070+158.2% | $6,688+211.5% |
| Admin fee / account holder | $26,055 | $15,044+73.2% | $12,998+100.5% | $13,397+94.5% |