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 | $77,796 | $96,635-19.5% | $86,612-10.2% | $139,434-44.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.78% | 106.41%-92.6pp | 591.07%-577.3pp | 372.94%-359.2pp |
| Employer contribution / active EE | $750 | $3,263-77.0% | $3,022-75.2% | $4,751-84.2% |
| Participant deferral / active EE | $12,000 | $4,836+148.1% | $4,438+170.4% | $6,710+78.8% |
| Admin fee / account holder | $7,269 | $6,408+13.4% | $5,614+29.5% | $11,403-36.2% |