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 9-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 | $135,299 | $74,888+80.7% | $71,209+90.0% | $142,382-5.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.57% | 345.14%-327.6pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $9,700 | $2,854+239.8% | $2,721+256.5% | $4,299+125.6% |
| Participant deferral / active EE | $8,244 | $4,454+85.1% | $4,175+97.5% | $6,507+26.7% |
| Admin fee / account holder | $625 | $5,568-88.8% | $5,349-88.3% | $12,624-95.0% |