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 | $79,383 | $159,901-50.4% | $146,958-46.0% | $145,922-45.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.86% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $14,383 | $5,286+172.1% | $4,933+191.6% | $4,660+208.7% |
| Participant deferral / active EE | $18,351 | $8,428+117.7% | $8,070+127.4% | $6,688+174.4% |
| Admin fee / account holder | $16,394 | $15,044+9.0% | $12,998+26.1% | $13,397+22.4% |