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 | $181,717 | $202,432-10.2% | $169,368+7.3% | $139,434+30.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.99% | 531.74%-513.7pp | 405.60%-387.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,750 | $4,692-20.1% | $4,013-6.5% | $4,751-21.1% |
| Participant deferral / active EE | $22,500 | $6,938+224.3% | $6,221+261.7% | $6,710+235.3% |
| Admin fee / account holder | $2,477 | $10,708-76.9% | $9,003-72.5% | $11,403-78.3% |