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 8-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 | $85,449 | $144,119-40.7% | $117,854-27.5% | $147,584-42.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.20% | 531.15%-511.0pp | 335.08%-314.9pp | 578.55%-558.4pp |
| Employer contribution / active EE | $6,700 | $4,896+36.8% | $3,786+77.0% | $4,876+37.4% |
| Participant deferral / active EE | $12,656 | $5,316+138.1% | $4,482+182.4% | $5,439+132.7% |
| Admin fee / account holder | $1,120 | $10,886-89.7% | $8,020-86.0% | $10,885-89.7% |