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 | $88,370 | $115,770-23.7% | $101,248-12.7% | $158,922-44.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 37.37% | 56.14%-18.8pp | 46.47%-9.1pp | 302.83%-265.5pp |
| Employer contribution / active EE | $18,981 | $4,175+354.7% | $3,660+418.7% | $4,761+298.7% |
| Participant deferral / active EE | $15,712 | $4,957+217.0% | $4,370+259.5% | $5,982+162.7% |
| Admin fee / account holder | $4,167 | $7,245-42.5% | $5,945-29.9% | $11,246-62.9% |