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 6-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 | $113,238 | $179,726-37.0% | $156,263-27.5% | $142,382-20.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 119.35% | 77.86%+41.5pp | 59.47%+59.9pp | 217.08%-97.7pp |
| Employer contribution / active EE | $1,487 | $5,069-70.7% | $4,333-65.7% | $4,299-65.4% |
| Participant deferral / active EE | $11,327 | $6,956+62.8% | $6,158+83.9% | $6,507+74.1% |
| Admin fee / account holder | $5,553 | $17,272-67.8% | $14,255-61.0% | $12,624-56.0% |