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 | $73,243 | $89,355-18.0% | $141,162-48.1% | $72,985+0.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.79% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $4,201 | $3,114+34.9% | $4,735-11.3% | $2,440+72.2% |
| Participant deferral / active EE | $8,026 | $5,418+48.1% | $6,709+19.6% | $3,607+122.5% |
| Admin fee / account holder | $944 | $5,958-84.2% | $10,261-90.8% | $5,124-81.6% |