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 | $85,494 | $158,398-46.0% | $126,539-32.4% | $142,382-40.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.72% | 593.76%-574.0pp | 425.95%-406.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,037 | $4,650+8.3% | $3,674+37.1% | $4,299+17.2% |
| Participant deferral / active EE | $14,442 | $4,767+203.0% | $4,083+253.7% | $6,507+121.9% |
| Admin fee / account holder | $7,614 | $6,918+10.1% | $6,065+25.5% | $12,624-39.7% |