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 | $55,622 | $158,398-64.9% | $126,539-56.0% | $142,382-60.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.76% | 593.76%-573.0pp | 425.95%-405.2pp | 217.08%-196.3pp |
| Employer contribution / active EE | $561 | $4,650-87.9% | $3,674-84.7% | $4,299-86.9% |
| Participant deferral / active EE | $3,204 | $4,767-32.8% | $4,083-21.5% | $6,507-50.8% |
| Admin fee / account holder | $695 | $6,918-89.9% | $6,065-88.5% | $12,624-94.5% |