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 6-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 | $80,878 | $202,432-60.0% | $169,368-52.2% | $139,434-42.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.86% | 531.74%-499.9pp | 405.60%-373.7pp | 372.94%-341.1pp |
| Employer contribution / active EE | $6,326 | $4,692+34.8% | $4,013+57.6% | $4,751+33.2% |
| Participant deferral / active EE | $16,191 | $6,938+133.4% | $6,221+160.3% | $6,710+141.3% |
| Admin fee / account holder | $452 | $10,708-95.8% | $9,003-95.0% | $11,403-96.0% |