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 3-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 | $90,214 | $109,982-18.0% | $97,226-7.2% | $145,922-38.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.11% | 242.90%-229.8pp | 75.13%-62.0pp | 561.29%-548.2pp |
| Employer contribution / active EE | $8,150 | $3,084+164.3% | $2,729+198.7% | $4,660+74.9% |
| Participant deferral / active EE | $26,450 | $4,676+465.7% | $4,264+520.4% | $6,688+295.5% |
| Admin fee / account holder | $871 | $6,221-86.0% | $5,654-84.6% | $13,397-93.5% |