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 7-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 | $93,872 | $138,044-32.0% | $125,339-25.1% | $134,475-30.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.49% | 750.33%-742.8pp | 572.05%-564.6pp | 417.96%-410.5pp |
| Employer contribution / active EE | $21,470 | $5,243+309.5% | $4,814+346.0% | $4,740+353.0% |
| Participant deferral / active EE | $13,000 | $7,799+66.7% | $7,446+74.6% | $6,400+103.1% |
| Admin fee / account holder | $2,665 | $11,571-77.0% | $10,010-73.4% | $11,426-76.7% |