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 3-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 | $69,203 | $138,044-49.9% | $125,339-44.8% | $134,475-48.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 20.26% | 750.33%-730.1pp | 572.05%-551.8pp | 417.96%-397.7pp |
| Employer contribution / active EE | $5,552 | $5,243+5.9% | $4,814+15.3% | $4,740+17.1% |
| Participant deferral / active EE | $13,011 | $7,799+66.8% | $7,446+74.7% | $6,400+103.3% |
| Admin fee / account holder | $4,297 | $11,571-62.9% | $10,010-57.1% | $11,426-62.4% |