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 | $71,213 | $90,348-21.2% | $75,972-6.3% | $145,922-51.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.77% | 620.88%-612.1pp | 359.55%-350.8pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,324 | $3,311+0.4% | $2,685+23.8% | $4,660-28.7% |
| Participant deferral / active EE | $26,162 | $5,162+406.8% | $4,255+514.8% | $6,688+291.2% |
| Admin fee / account holder | $33,521 | $8,467+295.9% | $6,467+418.4% | $13,397+150.2% |