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 | $132,088 | $167,307-21.1% | $143,757-8.1% | $134,475-1.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 243.76% | 0.46%+243.3pp | -0.04%+243.8pp | 417.96%-174.2pp |
| Employer contribution / active EE | $1,784 | $5,619-68.2% | $4,951-64.0% | $4,740-62.4% |
| Participant deferral / active EE | $6,636 | $6,446+3.0% | $5,637+17.7% | $6,400+3.7% |
| Admin fee / account holder | $447 | $18,088-97.5% | $14,673-97.0% | $11,426-96.1% |