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 | $54,564 | $175,202-68.9% | $149,673-63.5% | $139,434-60.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.82% | 166.71%-144.9pp | 134.42%-112.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $3,430 | $5,474-37.3% | $4,818-28.8% | $4,751-27.8% |
| Participant deferral / active EE | $7,660 | $6,519+17.5% | $5,680+34.9% | $6,710+14.2% |
| Admin fee / account holder | $4,000 | $16,150-75.2% | $13,210-69.7% | $11,403-64.9% |