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 3-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 | $82,968 | $158,398-47.6% | $126,539-34.4% | $142,382-41.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.93% | 593.76%-568.8pp | 425.95%-401.0pp | 217.08%-192.1pp |
| Employer contribution / active EE | $15,000 | $4,650+222.6% | $3,674+308.3% | $4,299+248.9% |
| Participant deferral / active EE | $18,860 | $4,767+295.7% | $4,083+362.0% | $6,507+189.8% |
| Admin fee / account holder | $536 | $6,918-92.3% | $6,065-91.2% | $12,624-95.8% |