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 | $84,537 | $107,334-21.2% | $92,893-9.0% | $152,861-44.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.89% | 145.58%-118.7pp | 109.41%-82.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $26,341 | $4,221+524.1% | $3,653+621.1% | $4,762+453.1% |
| Participant deferral / active EE | $6,753 | $4,845+39.4% | $4,236+59.4% | $5,850+15.4% |
| Admin fee / account holder | $764 | $7,079-89.2% | $5,794-86.8% | $11,596-93.4% |