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 | $74,698 | $74,888-0.3% | $71,209+4.9% | $142,382-47.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.62% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,799 | $2,854+33.1% | $2,721+39.6% | $4,299-11.6% |
| Participant deferral / active EE | $12,376 | $4,454+177.8% | $4,175+196.4% | $6,507+90.2% |
| Admin fee / account holder | $482 | $5,568-91.4% | $5,349-91.0% | $12,624-96.2% |