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 9-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 | $54,503 | $157,256-65.3% | $141,162-61.4% | $152,861-64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.95% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $6,094 | $5,261+15.8% | $4,735+28.7% | $4,762+28.0% |
| Participant deferral / active EE | $13,247 | $7,109+86.3% | $6,709+97.4% | $5,850+126.4% |
| Admin fee / account holder | $920 | $12,120-92.4% | $10,261-91.0% | $11,596-92.1% |