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 | $76,108 | $96,635-21.2% | $86,612-12.1% | $139,434-45.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.76% | 106.41%-85.7pp | 591.07%-570.3pp | 372.94%-352.2pp |
| Employer contribution / active EE | $12,394 | $3,263+279.8% | $3,022+310.0% | $4,751+160.9% |
| Participant deferral / active EE | $18,800 | $4,836+288.8% | $4,438+323.6% | $6,710+180.2% |
| Admin fee / account holder | $527 | $6,408-91.8% | $5,614-90.6% | $11,403-95.4% |