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 | $70,458 | $74,888-5.9% | $71,209-1.1% | $142,382-50.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 35.97% | 345.14%-309.2pp | 282.51%-246.5pp | 217.08%-181.1pp |
| Employer contribution / active EE | $3,814 | $2,854+33.6% | $2,721+40.2% | $4,299-11.3% |
| Participant deferral / active EE | $11,040 | $4,454+147.8% | $4,175+164.4% | $6,507+69.7% |
| Admin fee / account holder | $412 | $5,568-92.6% | $5,349-92.3% | $12,624-96.7% |