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 | $82,835 | $160,055-48.2% | $140,016-40.8% | $135,375-38.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 16.70% | 911.38%-894.7pp | 651.12%-634.4pp | 519.73%-503.0pp |
| Employer contribution / active EE | $19,878 | $6,420+209.6% | $5,606+254.6% | $4,779+316.0% |
| Participant deferral / active EE | $16,756 | $7,642+119.3% | $6,927+141.9% | $5,609+198.8% |
| Admin fee / account holder | $44,519 | $13,328+234.0% | $10,705+315.9% | $10,827+311.2% |