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 | $76,450 | $72,400+5.6% | $67,502+13.3% | $145,922-47.6% |
| Participation rate | 94.1% | 76.9%+17.3pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 18.45% | 7182.46%-7164.0pp | 3512.12%-3493.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $18,825 | $4,783+293.6% | $4,000+370.6% | $6,688+181.5% |
| Admin fee / account holder | $35,063 | $5,539+533.1% | $3,998+777.1% | $13,397+161.7% |