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 6-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 | $80,068 | $99,877-19.8% | $84,966-5.8% | $145,922-45.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.83% | 83.76%-71.9pp | 66.38%-54.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $19,035 | $3,231+489.1% | $2,727+598.0% | $4,660+308.5% |
| Participant deferral / active EE | $9,675 | $5,291+82.9% | $4,519+114.1% | $6,688+44.7% |
| Admin fee / account holder | $740 | $7,248-89.8% | $6,149-88.0% | $13,397-94.5% |