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 7-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 | $121,361 | $159,901-24.1% | $146,958-17.4% | $145,922-16.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $13,133 | $5,286+148.4% | $4,933+166.2% | $4,660+181.9% |
| Participant deferral / active EE | $15,723 | $8,428+86.6% | $8,070+94.8% | $6,688+135.1% |
| Admin fee / account holder | $1,179 | $15,044-92.2% | $12,998-90.9% | $13,397-91.2% |