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 6-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 | $55,788 | $105,181-47.0% | $159,436-65.0% | $85,850-35.0% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.4pp |
| Annual return | 36.31% | 45.07%-8.8pp | 263.57%-227.3pp | 318.53%-282.2pp |
| Employer contribution / active EE | $6,909 | $3,318+108.2% | $4,829+43.1% | $2,565+169.3% |
| Participant deferral / active EE | $9,041 | $5,945+52.1% | $7,352+23.0% | $3,952+128.8% |
| Admin fee / account holder | $5,609 | $6,933-19.1% | $10,799-48.1% | $6,260-10.4% |