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 | $54,426 | $144,119-62.2% | $117,854-53.8% | $147,584-63.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.21% | 531.15%-514.9pp | 335.08%-318.9pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,882 | $4,896-41.1% | $3,786-23.9% | $4,876-40.9% |
| Participant deferral / active EE | $7,761 | $5,316+46.0% | $4,482+73.2% | $5,439+42.7% |
| Admin fee / account holder | $1,637 | $10,886-85.0% | $8,020-79.6% | $10,885-85.0% |