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 10-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 | $69,508 | $74,888-7.2% | $71,209-2.4% | $142,382-51.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.30% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $10,830 | $2,854+279.4% | $2,721+298.0% | $4,299+151.9% |
| Participant deferral / active EE | $7,735 | $4,454+73.6% | $4,175+85.3% | $6,507+18.9% |
| Admin fee / account holder | $19,705 | $5,568+253.9% | $5,349+268.4% | $12,624+56.1% |