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 | $102,714 | $202,432-49.3% | $169,368-39.4% | $139,434-26.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.86% | 531.74%-516.9pp | 405.60%-390.7pp | 372.94%-358.1pp |
| Employer contribution / active EE | $7,228 | $4,692+54.0% | $4,013+80.1% | $4,751+52.1% |
| Participant deferral / active EE | $14,886 | $6,938+114.5% | $6,221+139.3% | $6,710+121.8% |
| Admin fee / account holder | $63,909 | $10,708+496.8% | $9,003+609.8% | $11,403+460.5% |