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 | $51,978 | $202,432-74.3% | $169,368-69.3% | $139,434-62.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.67% | 531.74%-514.1pp | 405.60%-387.9pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,884 | $4,692-59.9% | $4,013-53.1% | $4,751-60.3% |
| Participant deferral / active EE | $13,500 | $6,938+94.6% | $6,221+117.0% | $6,710+101.2% |
| Admin fee / account holder | $696 | $10,708-93.5% | $9,003-92.3% | $11,403-93.9% |