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 | $42,825 | $157,256-72.8% | $141,162-69.7% | $152,861-72.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.07% | 64.32%-34.3pp | 71.39%-41.3pp | 345.32%-315.3pp |
| Employer contribution / active EE | $10,137 | $5,261+92.7% | $4,735+114.1% | $4,762+112.9% |
| Participant deferral / active EE | $11,165 | $7,109+57.1% | $6,709+66.4% | $5,850+90.9% |
| Admin fee / account holder | $5,774 | $12,120-52.4% | $10,261-43.7% | $11,596-50.2% |