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 | $123,007 | $159,901-23.1% | $146,958-16.3% | $145,922-15.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.56% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $19,067 | $5,286+260.7% | $4,933+286.5% | $4,660+309.2% |
| Participant deferral / active EE | $11,500 | $8,428+36.4% | $8,070+42.5% | $6,688+72.0% |
| Admin fee / account holder | $1,423 | $15,044-90.5% | $12,998-89.1% | $13,397-89.4% |