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 9-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 | $81,718 | $114,381-28.6% | $107,525-24.0% | $142,382-42.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.81% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $16,300 | $4,015+306.0% | $3,754+334.3% | $4,299+279.1% |
| Participant deferral / active EE | $8,803 | $5,564+58.2% | $5,116+72.1% | $6,507+35.3% |
| Admin fee / account holder | $27,197 | $9,860+175.8% | $8,919+204.9% | $12,624+115.4% |