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 9-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 | $53,547 | $108,919-50.8% | $100,391-46.7% | $145,922-63.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.49% | 57.88%-44.4pp | 49.20%-35.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $5,568 | $4,419+26.0% | $3,942+41.3% | $4,660+19.5% |
| Participant deferral / active EE | $5,127 | $8,445-39.3% | $8,082-36.6% | $6,688-23.3% |
| Admin fee / account holder | $1,134 | $9,689-88.3% | $7,899-85.6% | $13,397-91.5% |