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 | $149,595 | $209,832-28.7% | $189,513-21.1% | $167,490-10.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.46% | 748.27%-732.8pp | 555.15%-539.7pp | 478.56%-463.1pp |
| Employer contribution / active EE | $30,000 | $6,914+333.9% | $6,162+386.9% | $4,837+520.2% |
| Participant deferral / active EE | $19,500 | $8,935+118.2% | $8,221+137.2% | $6,341+207.5% |
| Admin fee / account holder | $324 | $14,293-97.7% | $12,045-97.3% | $12,309-97.4% |