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 | $80,622 | $96,635-16.6% | $86,612-6.9% | $139,434-42.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.79% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $11,530 | $3,263+253.4% | $3,022+281.5% | $4,751+142.7% |
| Participant deferral / active EE | $7,111 | $4,836+47.1% | $4,438+60.3% | $6,710+6.0% |
| Admin fee / account holder | $4,124 | $6,408-35.6% | $5,614-26.5% | $11,403-63.8% |