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 | $71,203 | $70,606+0.8% | $53,898+32.1% | $142,382-50.0% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 16.75% | 619.81%-603.1pp | 528.60%-511.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,715 | $1,202+292.2% | $932+405.9% | $4,299+9.7% |
| Participant deferral / active EE | $7,830 | $2,364+231.2% | $1,826+328.8% | $6,507+20.3% |
| Admin fee / account holder | $845 | $2,852-70.4% | $2,491-66.1% | $12,624-93.3% |