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 | $70,817 | $133,922-47.1% | $116,228-39.1% | $142,382-50.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.51% | 147.76%-132.3pp | 90.06%-74.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,013 | $3,446+45.5% | $2,994+67.4% | $4,299+16.6% |
| Participant deferral / active EE | $5,039 | $5,672-11.2% | $4,953+1.7% | $6,507-22.6% |
| Admin fee / account holder | $3,270 | $14,945-78.1% | $11,989-72.7% | $12,624-74.1% |