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 | $77,088 | $105,126-26.7% | $94,646-18.6% | $139,434-44.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.83% | 38.03%-21.2pp | 156.71%-139.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $16,857 | $4,106+310.6% | $3,672+359.1% | $4,751+254.8% |
| Participant deferral / active EE | $25,437 | $7,599+234.7% | $7,418+242.9% | $6,710+279.1% |
| Admin fee / account holder | $445 | $8,984-95.0% | $7,231-93.8% | $11,403-96.1% |