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 | $118,864 | $74,888+58.7% | $71,209+66.9% | $142,382-16.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.67% | 345.14%-326.5pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,713 | $2,854+100.2% | $2,721+110.0% | $4,299+32.9% |
| Participant deferral / active EE | $17,775 | $4,454+299.0% | $4,175+325.7% | $6,507+173.2% |
| Admin fee / account holder | $9,512 | $5,568+70.8% | $5,349+77.8% | $12,624-24.7% |