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 | $57,870 | $198,466-70.8% | $170,442-66.0% | $147,584-60.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.99% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $8,502 | $6,184+37.5% | $5,433+56.5% | $4,876+74.3% |
| Participant deferral / active EE | $3,158 | $5,629-43.9% | $4,939-36.1% | $5,439-41.9% |
| Admin fee / account holder | $386 | $16,852-97.7% | $13,880-97.2% | $10,885-96.5% |