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 9-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 | $77,483 | $77,899-0.5% | $149,673-48.2% | $75,163+3.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.42% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $8,662 | $3,137+176.1% | $4,818+79.8% | $2,670+224.5% |
| Participant deferral / active EE | $7,355 | $3,411+115.6% | $5,680+29.5% | $4,125+78.3% |
| Admin fee / account holder | $404 | $5,956-93.2% | $13,210-96.9% | $5,651-92.8% |