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 | $55,926 | $158,398-64.7% | $126,539-55.8% | $142,382-60.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.48% | 593.76%-580.3pp | 425.95%-412.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,380 | $4,650-48.8% | $3,674-35.2% | $4,299-44.6% |
| Participant deferral / active EE | $2,380 | $4,767-50.1% | $4,083-41.7% | $6,507-63.4% |
| Admin fee / account holder | $2,833 | $6,918-59.0% | $6,065-53.3% | $12,624-77.6% |