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 | $81,036 | $90,348-10.3% | $75,972+6.7% | $145,922-44.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.12% | 620.88%-601.8pp | 359.55%-340.4pp | 561.29%-542.2pp |
| Employer contribution / active EE | $6,643 | $3,311+100.6% | $2,685+147.4% | $4,660+42.6% |
| Participant deferral / active EE | $12,029 | $5,162+133.0% | $4,255+182.7% | $6,688+79.9% |
| Admin fee / account holder | $743 | $8,467-91.2% | $6,467-88.5% | $13,397-94.5% |