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 | $53,158 | $177,572-70.1% | $154,803-65.7% | $142,382-62.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.94% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $6,698 | $4,810+39.2% | $4,305+55.6% | $4,299+55.8% |
| Participant deferral / active EE | $7,442 | $6,272+18.7% | $5,540+34.3% | $6,507+14.4% |
| Admin fee / account holder | $1,156 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |