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 | $103,836 | $159,901-35.1% | $146,958-29.3% | $145,922-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.78% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $7,667 | $5,286+45.0% | $4,933+55.4% | $4,660+64.5% |
| Participant deferral / active EE | $20,917 | $8,428+148.2% | $8,070+159.2% | $6,688+212.8% |
| Admin fee / account holder | $1,165 | $15,044-92.3% | $12,998-91.0% | $13,397-91.3% |