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 | $74,963 | $209,832-64.3% | $189,513-60.4% | $167,490-55.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.19% | 748.27%-730.1pp | 555.15%-537.0pp | 478.56%-460.4pp |
| Employer contribution / active EE | $4,148 | $6,914-40.0% | $6,162-32.7% | $4,837-14.3% |
| Participant deferral / active EE | $14,479 | $8,935+62.0% | $8,221+76.1% | $6,341+128.3% |
| Admin fee / account holder | $5,841 | $14,293-59.1% | $12,045-51.5% | $12,309-52.6% |