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 | $51,707 | $74,888-31.0% | $71,209-27.4% | $142,382-63.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.48% | 345.14%-331.7pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,191 | $2,854+46.8% | $2,721+54.0% | $4,299-2.5% |
| Participant deferral / active EE | $6,263 | $4,454+40.6% | $4,175+50.0% | $6,507-3.8% |
| Admin fee / account holder | $3,635 | $5,568-34.7% | $5,349-32.0% | $12,624-71.2% |