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 6-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 | $101,000 | $90,348+11.8% | $75,972+32.9% | $145,922-30.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 24.03% | 620.88%-596.8pp | 359.55%-335.5pp | 561.29%-537.3pp |
| Employer contribution / active EE | $3,331 | $3,311+0.6% | $2,685+24.1% | $4,660-28.5% |
| Participant deferral / active EE | $18,098 | $5,162+250.6% | $4,255+325.3% | $6,688+170.6% |
| Admin fee / account holder | $1,884 | $8,467-77.7% | $6,467-70.9% | $13,397-85.9% |