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 | $71,342 | $104,907-32.0% | $84,611-15.7% | $152,861-53.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.52% | 373.79%-352.3pp | 258.74%-237.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $400 | $3,302-87.9% | $2,652-84.9% | $4,762-91.6% |
| Participant deferral / active EE | $8,400 | $4,688+79.2% | $3,899+115.5% | $5,850+43.6% |
| Admin fee / account holder | $1,431 | $6,241-77.1% | $4,912-70.9% | $11,596-87.7% |