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 | $68,811 | $74,888-8.1% | $71,209-3.4% | $142,382-51.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.41% | 345.14%-319.7pp | 282.51%-257.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $7,632 | $2,854+167.4% | $2,721+180.5% | $4,299+77.5% |
| Participant deferral / active EE | $11,461 | $4,454+157.3% | $4,175+174.5% | $6,507+76.1% |
| Admin fee / account holder | $490 | $5,568-91.2% | $5,349-90.8% | $12,624-96.1% |