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 6-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 | $22,630 | $165,335-86.3% | $149,696-84.9% | $158,922-85.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 48.87% | 348.15%-299.3pp | 276.60%-227.7pp | 302.83%-254.0pp |
| Employer contribution / active EE | $8,057 | $5,103+57.9% | $4,644+73.5% | $4,761+69.2% |
| Participant deferral / active EE | $7,890 | $7,181+9.9% | $6,842+15.3% | $5,982+31.9% |
| Admin fee / account holder | $494 | $10,807-95.4% | $9,309-94.7% | $11,246-95.6% |