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 4-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 | $74,998 | $90,348-17.0% | $75,972-1.3% | $145,922-48.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.97% | 620.88%-606.9pp | 359.55%-345.6pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,276 | $3,311+29.2% | $2,685+59.3% | $4,660-8.2% |
| Participant deferral / active EE | $16,560 | $5,162+220.8% | $4,255+289.2% | $6,688+147.6% |
| Admin fee / account holder | $732 | $8,467-91.4% | $6,467-88.7% | $13,397-94.5% |