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 10-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 | $73,097 | $74,888-2.4% | $71,209+2.7% | $142,382-48.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.07% | 345.14%-331.1pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,754 | $2,854+66.5% | $2,721+74.7% | $4,299+10.6% |
| Participant deferral / active EE | $7,780 | $4,454+74.7% | $4,175+86.3% | $6,507+19.6% |
| Admin fee / account holder | $33,942 | $5,568+509.6% | $5,349+534.6% | $12,624+168.9% |