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 | $73,328 | $109,327-32.9% | $89,391-18.0% | $158,922-53.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 43.12% | 345.68%-302.6pp | 245.62%-202.5pp | 302.83%-259.7pp |
| Employer contribution / active EE | $3,812 | $3,170+20.3% | $2,586+47.4% | $4,761-19.9% |
| Participant deferral / active EE | $13,569 | $4,598+195.1% | $3,890+248.8% | $5,982+126.8% |
| Admin fee / account holder | $11,793 | $6,153+91.7% | $4,881+141.6% | $11,246+4.9% |