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 | $83,282 | $96,305-13.5% | $80,569+3.4% | $139,434-40.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.80% | 1350.08%-1333.3pp | 935.43%-918.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $9,233 | $3,262+183.0% | $2,723+239.0% | $4,751+94.3% |
| Participant deferral / active EE | $14,261 | $5,232+172.6% | $4,447+220.6% | $6,710+112.5% |
| Admin fee / account holder | $737 | $6,599-88.8% | $5,377-86.3% | $11,403-93.5% |