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 8-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 | $59,046 | $157,256-62.5% | $141,162-58.2% | $152,861-61.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 212.37% | 64.32%+148.1pp | 71.39%+141.0pp | 345.32%-132.9pp |
| Employer contribution / active EE | $7,300 | $5,261+38.8% | $4,735+54.2% | $4,762+53.3% |
| Participant deferral / active EE | $31,865 | $7,109+348.2% | $6,709+375.0% | $5,850+444.7% |
| Admin fee / account holder | $6,070 | $12,120-49.9% | $10,261-40.8% | $11,596-47.7% |