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 | $61,295 | $107,334-42.9% | $92,893-34.0% | $152,861-59.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.05% | 145.58%-126.5pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $11,773 | $4,221+178.9% | $3,653+222.3% | $4,762+147.2% |
| Participant deferral / active EE | $10,567 | $4,845+118.1% | $4,236+149.5% | $5,850+80.6% |
| Admin fee / account holder | $577 | $7,079-91.9% | $5,794-90.0% | $11,596-95.0% |