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 | $60,975 | $144,119-57.7% | $117,854-48.3% | $147,584-58.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.15% | 531.15%-511.0pp | 335.08%-314.9pp | 578.55%-558.4pp |
| Employer contribution / active EE | $9,989 | $4,896+104.0% | $3,786+163.8% | $4,876+104.9% |
| Participant deferral / active EE | $13,927 | $5,316+162.0% | $4,482+210.7% | $5,439+156.1% |
| Admin fee / account holder | $412 | $10,886-96.2% | $8,020-94.9% | $10,885-96.2% |