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 | $61,243 | $81,632-25.0% | $70,449-13.1% | $158,922-61.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.86% | 208.40%-195.5pp | 109.03%-96.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $15,831 | $3,217+392.1% | $2,737+478.5% | $4,761+232.5% |
| Participant deferral / active EE | $10,935 | $4,554+140.1% | $3,709+194.8% | $5,982+82.8% |
| Admin fee / account holder | $544 | $6,193-91.2% | $3,845-85.9% | $11,246-95.2% |