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 7-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 | $126,407 | $155,788-18.9% | $124,672+1.4% | $167,490-24.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.28% | 17.97%+4.3pp | 5142.93%-5120.6pp | 478.56%-456.3pp |
| Employer contribution / active EE | $5,956 | $4,163+43.1% | $3,324+79.2% | $4,837+23.1% |
| Participant deferral / active EE | $6,673 | $5,673+17.6% | $4,614+44.6% | $6,341+5.2% |
| Admin fee / account holder | $1,209 | $9,531-87.3% | $7,493-83.9% | $12,309-90.2% |