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 10-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 | $95,805 | $118,680-19.3% | $98,907-3.1% | $158,922-39.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 36.73% | 372.35%-335.6pp | 196.43%-159.7pp | 302.83%-266.1pp |
| Employer contribution / active EE | $6,047 | $3,333+81.4% | $2,689+124.9% | $4,761+27.0% |
| Participant deferral / active EE | $9,519 | $5,088+87.1% | $4,244+124.3% | $5,982+59.1% |
| Admin fee / account holder | $765 | $10,131-92.4% | $6,642-88.5% | $11,246-93.2% |