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 4-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 | $106,975 | $175,202-38.9% | $149,673-28.5% | $139,434-23.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 167.76% | 166.71%+1.1pp | 134.42%+33.3pp | 372.94%-205.2pp |
| Employer contribution / active EE | $10,168 | $5,474+85.7% | $4,818+111.1% | $4,751+114.0% |
| Participant deferral / active EE | $12,788 | $6,519+96.2% | $5,680+125.1% | $6,710+90.6% |
| Admin fee / account holder | $1,337 | $16,150-91.7% | $13,210-89.9% | $11,403-88.3% |