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 4-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 | $63,101 | $202,432-68.8% | $169,368-62.7% | $139,434-54.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.47% | 531.74%-512.3pp | 405.60%-386.1pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,815 | $4,692-40.0% | $4,013-29.9% | $4,751-40.8% |
| Participant deferral / active EE | $14,315 | $6,938+106.3% | $6,221+130.1% | $6,710+113.3% |
| Admin fee / account holder | $376 | $10,708-96.5% | $9,003-95.8% | $11,403-96.7% |