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 4-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 | $115,728 | $210,648-45.1% | $177,989-35.0% | $145,922-20.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.82% | 385.86%-370.0pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,795 | $4,565-16.8% | $3,949-3.9% | $4,660-18.5% |
| Participant deferral / active EE | $15,499 | $6,958+122.8% | $6,276+147.0% | $6,688+131.8% |
| Admin fee / account holder | $2,207 | $12,013-81.6% | $10,363-78.7% | $13,397-83.5% |