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 | $84,723 | $156,846-46.0% | $121,098-30.0% | $139,434-39.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.80% | 1474.56%-1457.8pp | 985.75%-968.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $19,357 | $5,536+249.7% | $4,164+364.9% | $4,751+307.5% |
| Participant deferral / active EE | $12,399 | $4,844+156.0% | $4,080+203.9% | $6,710+84.8% |
| Admin fee / account holder | $4,151 | $6,946-40.2% | $5,644-26.5% | $11,403-63.6% |