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 | $101,640 | $102,616-1.0% | $81,983+24.0% | $158,922-36.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.72% | 61.04%-46.3pp | 41.31%-26.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $6,233 | $3,240+92.4% | $2,498+149.5% | $4,761+30.9% |
| Participant deferral / active EE | $8,042 | $4,648+73.0% | $3,722+116.1% | $5,982+34.4% |
| Admin fee / account holder | $1,175 | $8,235-85.7% | $5,664-79.3% | $11,246-89.6% |