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 8-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 | $90,706 | $90,348+0.4% | $75,972+19.4% | $145,922-37.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.29% | 620.88%-610.6pp | 359.55%-349.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $21,761 | $3,311+557.2% | $2,685+710.5% | $4,660+367.0% |
| Participant deferral / active EE | $2,989 | $5,162-42.1% | $4,255-29.8% | $6,688-55.3% |
| Admin fee / account holder | $1,440 | $8,467-83.0% | $6,467-77.7% | $13,397-89.2% |