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 | $62,496 | $106,515-41.3% | $96,683-35.4% | $139,434-55.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.97% | 38.43%-12.5pp | 35.69%-9.7pp | 372.94%-347.0pp |
| Employer contribution / active EE | $5,228 | $4,103+27.4% | $3,737+39.9% | $4,751+10.0% |
| Participant deferral / active EE | $8,890 | $5,454+63.0% | $4,878+82.2% | $6,710+32.5% |
| Admin fee / account holder | $798 | $7,877-89.9% | $6,730-88.1% | $11,403-93.0% |