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 | $76,569 | $74,888+2.2% | $71,209+7.5% | $142,382-46.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.55% | 345.14%-321.6pp | 282.51%-259.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $9,413 | $2,854+229.8% | $2,721+245.9% | $4,299+119.0% |
| Participant deferral / active EE | $16,687 | $4,454+274.6% | $4,175+299.7% | $6,507+156.4% |
| Admin fee / account holder | $2,465 | $5,568-55.7% | $5,349-53.9% | $12,624-80.5% |