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 | $129,872 | $96,635+34.4% | $86,612+49.9% | $139,434-6.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.03% | 106.41%-85.4pp | 591.07%-570.0pp | 372.94%-351.9pp |
| Employer contribution / active EE | $23,133 | $3,263+608.9% | $3,022+665.4% | $4,751+386.9% |
| Participant deferral / active EE | $14,827 | $4,836+206.6% | $4,438+234.1% | $6,710+121.0% |
| Admin fee / account holder | $923 | $6,408-85.6% | $5,614-83.6% | $11,403-91.9% |