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 | $70,092 | $210,648-66.7% | $177,989-60.6% | $145,922-52.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.87% | 385.86%-360.0pp | 294.48%-268.6pp | 561.29%-535.4pp |
| Employer contribution / active EE | $8,821 | $4,565+93.3% | $3,949+123.4% | $4,660+89.3% |
| Participant deferral / active EE | $15,855 | $6,958+127.9% | $6,276+152.6% | $6,688+137.1% |
| Admin fee / account holder | $5,174 | $12,013-56.9% | $10,363-50.1% | $13,397-61.4% |